MAM
MWA Asset Management’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.23M | Buy |
47,113
+1,608
| +4% | +$76.1K | 1.36% | 24 |
|
|
2025
Q1 | $1.9M | Buy |
45,505
+847
| +2% | +$35.3K | 1.32% | 22 |
|
|
2024
Q4 | $1.96M | Buy |
44,658
+600
| +1% | +$26.4K | 1.31% | 22 |
|
|
2024
Q3 | $1.75M | Buy |
44,058
+469
| +1% | +$18.6K | 1.16% | 28 |
|
|
2024
Q2 | $1.73M | Buy |
43,589
+61
| +0.1% | +$2.43K | 1.24% | 27 |
|
|
2024
Q1 | $1.65M | Buy |
43,528
+2,300
| +6% | +$87.2K | 1.2% | 29 |
|
|
2023
Q4 | $1.39M | Buy |
41,228
+2,175
| +6% | +$73.2K | 1.15% | 31 |
|
|
2023
Q3 | $1.07M | Buy |
+39,053
| New | +$1.07M | 1.03% | 30 |
|