MAWCM
Mine & Arao Wealth Creation & Management’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $563K | Buy |
11,896
+23
| +0.2% | +$1.09K | 0.25% | 41 |
|
|
2025
Q1 | $495K | Sell |
11,873
-275
| -2% | -$11.5K | 0.24% | 45 |
|
|
2024
Q4 | $534K | Sell |
12,148
-124
| -1% | -$5.45K | 0.24% | 46 |
|
|
2024
Q3 | $487K | Sell |
12,272
-23
| -0.2% | -$913 | 0.23% | 48 |
|
|
2024
Q2 | $489K | Sell |
12,295
-933
| -7% | -$37.1K | 0.24% | 46 |
|
|
2024
Q1 | $502K | Sell |
13,228
-150
| -1% | -$5.69K | 0.25% | 43 |
|
|
2023
Q4 | $450K | Sell |
13,378
-2,425
| -15% | -$81.6K | 0.24% | 44 |
|
|
2023
Q3 | $433K | Buy |
15,803
+68
| +0.4% | +$1.86K | 0.26% | 42 |
|
|
2023
Q2 | $451K | Sell |
15,735
-249
| -2% | -$7.14K | 0.26% | 42 |
|
|
2023
Q1 | $457K | Buy |
15,984
+66
| +0.4% | +$1.89K | 0.29% | 43 |
|
|
2022
Q4 | $527K | Sell |
15,918
-506
| -3% | -$16.8K | 0.39% | 36 |
|
|
2022
Q3 | $496K | Buy |
16,424
+4
| +0% | +$121 | 0.37% | 32 |
|
|
2022
Q2 | $512K | Buy |
16,420
+82
| +0.5% | +$2.56K | 0.36% | 36 |
|
|
2022
Q1 | $674K | Buy |
16,338
+12
| +0.1% | +$495 | 0.39% | 33 |
|
|
2021
Q4 | $726K | Sell |
16,326
-148
| -0.9% | -$6.58K | 0.4% | 31 |
|
|
2021
Q3 | $699K | Sell |
16,474
-497
| -3% | -$21.1K | 0.42% | 32 |
|
|
2021
Q2 | $699K | Buy |
16,971
+2
| +0% | +$82 | 0.42% | 35 |
|
|
2021
Q1 | $657K | Sell |
16,969
-1,787
| -10% | -$69.2K | 0.44% | 34 |
|
|
2020
Q4 | $569K | Buy |
18,756
+2,040
| +12% | +$61.9K | 0.41% | 34 |
|
|
2020
Q3 | $402K | Buy |
16,716
+1,687
| +11% | +$40.6K | 0.33% | 41 |
|
|
2020
Q2 | $357K | Sell |
15,029
-1,600
| -10% | -$38K | 0.33% | 40 |
|
|
2020
Q1 | $353K | Buy |
16,629
+1,100
| +7% | +$23.4K | 0.41% | 37 |
|
|
2019
Q4 | $547K | Buy |
+15,529
| New | +$547K | 0.51% | 30 |
|