MWPCG
Measured Wealth Private Client Group’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $236K | Buy |
+4,983
| New | +$236K | 0.07% | 162 |
|
|
2022
Q3 | – | Sell |
-6,827
| Closed | -$213K | – | 152 |
|
|
2022
Q2 | $213K | Sell |
6,827
-914
| -12% | -$28.5K | 0.09% | 161 |
|
|
2022
Q1 | $319K | Sell |
7,741
-1,177
| -13% | -$48.5K | 0.12% | 106 |
|
|
2021
Q4 | $397K | Sell |
8,918
-160
| -2% | -$7.12K | 0.14% | 92 |
|
|
2021
Q3 | $385K | Sell |
9,078
-6,201
| -41% | -$263K | 0.15% | 91 |
|
|
2021
Q2 | $630K | Buy |
15,279
+2,284
| +18% | +$94.2K | 0.2% | 67 |
|
|
2021
Q1 | $503K | Buy |
12,995
+4,257
| +49% | +$165K | 0.18% | 70 |
|
|
2020
Q4 | $265K | Buy |
8,738
+303
| +4% | +$9.19K | 0.11% | 108 |
|
|
2020
Q3 | $203K | Buy |
+8,435
| New | +$203K | 0.1% | 130 |
|
|
2020
Q1 | – | Sell |
-7,170
| Closed | -$253K | – | 105 |
|
|
2019
Q4 | $253K | Buy |
+7,170
| New | +$253K | 0.17% | 82 |
|
|
2019
Q3 | – | Sell |
-13,515
| Closed | -$392K | – | 142 |
|
|
2019
Q2 | $392K | Buy |
13,515
+198
| +1% | +$5.74K | 0.23% | 91 |
|
|
2019
Q1 | $367K | Buy |
13,317
+2,679
| +25% | +$73.8K | 0.23% | 103 |
|
|
2018
Q4 | $262K | Sell |
10,638
-2,451
| -19% | -$60.4K | 0.24% | 69 |
|
|
2018
Q3 | $385K | Buy |
13,089
+1,774
| +16% | +$52.2K | 0.23% | 77 |
|
|
2018
Q2 | $318K | Buy |
+11,315
| New | +$318K | 0.26% | 88 |
|