ONSWM
Old North State 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 | $392K | Buy |
8,286
+45
| +0.5% | +$2.13K | 0.2% | 83 |
|
|
2025
Q1 | $344K | Sell |
8,241
-21
| -0.3% | -$877 | 0.19% | 86 |
|
|
2024
Q4 | $363K | Buy |
8,262
+132
| +2% | +$5.8K | 0.2% | 77 |
|
|
2024
Q3 | $323K | Sell |
8,130
-217
| -3% | -$8.61K | 0.18% | 78 |
|
|
2024
Q2 | $332K | Buy |
8,347
+210
| +3% | +$8.35K | 0.22% | 64 |
|
|
2024
Q1 | $309K | Buy |
8,137
+409
| +5% | +$15.5K | 0.2% | 67 |
|
|
2023
Q4 | $260K | Sell |
7,728
-556
| -7% | -$18.7K | 0.19% | 70 |
|
|
2023
Q3 | $227K | Buy |
8,284
+72
| +0.9% | +$1.97K | 0.2% | 64 |
|
|
2023
Q2 | $236K | Buy |
+8,212
| New | +$236K | 0.21% | 65 |
|