OHWA
Oak Hill Wealth Advisors’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $312K | Buy |
6,622
+300
| +5% | +$14.1K | 0.06% | 123 |
|
|
2025
Q1 | $264K | Sell |
6,322
-65
| -1% | -$2.71K | 0.06% | 119 |
|
|
2024
Q4 | $281K | Buy |
+6,387
| New | +$281K | 0.07% | 112 |
|
|
2024
Q3 | – | Sell |
-6,713
| Closed | -$267K | – | 16 |
|
|
2024
Q2 | $267K | Buy |
+6,713
| New | +$267K | 0.08% | 96 |
|
|
2024
Q1 | – | Sell |
-6,747
| Closed | -$227K | – | 16 |
|
|
2023
Q4 | $227K | Buy |
+6,747
| New | +$227K | 0.08% | 100 |
|
|
2023
Q3 | – | Sell |
-8,190
| Closed | -$235K | – | 103 |
|
|
2023
Q2 | $235K | Sell |
8,190
-789
| -9% | -$22.6K | 0.09% | 98 |
|
|
2023
Q1 | $257K | Buy |
8,979
+11
| +0.1% | +$315 | 0.1% | 92 |
|
|
2022
Q4 | $297K | Buy |
+8,968
| New | +$297K | 0.12% | 85 |
|