MWM
MinichMacGregor Wealth Management’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $285K | Sell |
6,030
-143
| -2% | -$6.77K | 0.06% | 97 |
|
|
2025
Q1 | $258K | Sell |
6,173
-124
| -2% | -$5.18K | 0.06% | 107 |
|
|
2024
Q4 | $277K | Buy |
+6,297
| New | +$277K | 0.06% | 101 |
|
|
2023
Q2 | – | Sell |
-8,606
| Closed | -$246K | – | 96 |
|
|
2023
Q1 | $246K | Buy |
8,606
+6,113
| +245% | +$175K | 0.08% | 82 |
|
|
2022
Q4 | $82.6K | Buy |
+2,493
| New | +$82.6K | 0.03% | 134 |
|
|
2020
Q2 | – | Sell |
-35,397
| Closed | -$785K | – | 63 |
|
|
2020
Q1 | $785K | Buy |
+35,397
| New | +$785K | 0.7% | 41 |
|
|
2018
Q4 | – | Sell |
-1,325
| Closed | -$39K | – | 130 |
|
|
2018
Q3 | $39K | Sell |
1,325
-249
| -16% | -$7.33K | 0.03% | 139 |
|
|
2018
Q2 | $44K | Sell |
1,574
-429
| -21% | -$12K | 0.03% | 120 |
|
|
2018
Q1 | $60K | Buy |
2,003
+67
| +3% | +$2.01K | 0.05% | 100 |
|
|
2017
Q4 | $57K | Buy |
1,936
+501
| +35% | +$14.8K | 0.04% | 100 |
|
|
2017
Q3 | $36K | Sell |
1,435
-8
| -0.6% | -$201 | 0.03% | 128 |
|
|
2017
Q2 | $35K | Sell |
1,443
-306
| -17% | -$7.42K | 0.03% | 121 |
|
|
2017
Q1 | $41K | Buy |
1,749
+509
| +41% | +$11.9K | 0.04% | 114 |
|
|
2016
Q4 | $27K | Buy |
1,240
+20
| +2% | +$435 | 0.03% | 144 |
|
|
2016
Q3 | $19K | Sell |
1,220
-205
| -14% | -$3.19K | 0.02% | 186 |
|
|
2016
Q2 | $18K | Buy |
1,425
+2
| +0.1% | +$25 | 0.02% | 184 |
|
|
2016
Q1 | $19K | Buy |
1,423
+174
| +14% | +$2.32K | 0.02% | 179 |
|
|
2015
Q4 | $20K | Buy |
+1,249
| New | +$20K | 0.02% | 164 |
|