MWA
Monograph Wealth Advisors’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,704
| Closed | -$207K | – | 116 |
|
|
2024
Q4 | $207K | Buy |
+4,704
| New | +$207K | 0.03% | 110 |
|
|
2024
Q2 | – | Sell |
-23,130
| Closed | -$877K | – | 114 |
|
|
2024
Q1 | $877K | Buy |
+23,130
| New | +$877K | 0.13% | 64 |
|
|
2022
Q2 | – | Sell |
-6,018
| Closed | -$248K | – | 81 |
|
|
2022
Q1 | $248K | Buy |
+6,018
| New | +$248K | 0.06% | 76 |
|