OBWG
Onyx Bridge Wealth Group’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $484K | Sell |
10,239
-67
| -0.7% | -$3.17K | 0.06% | 171 |
|
|
2025
Q1 | $430K | Buy |
10,306
+1
| +0% | +$42 | 0.06% | 175 |
|
|
2024
Q4 | $453K | Buy |
10,305
+476
| +5% | +$20.9K | 0.07% | 169 |
|
|
2024
Q3 | $390K | Buy |
9,829
+467
| +5% | +$18.5K | 0.06% | 189 |
|
|
2024
Q2 | $372K | Sell |
9,362
-234
| -2% | -$9.31K | 0.06% | 178 |
|
|
2024
Q1 | $363K | Sell |
9,596
-110
| -1% | -$4.16K | 0.06% | 177 |
|
|
2023
Q4 | $327K | Sell |
9,706
-1,576
| -14% | -$53.1K | 0.07% | 182 |
|
|
2023
Q3 | $309K | Buy |
11,282
+2,879
| +34% | +$78.8K | 0.07% | 174 |
|
|
2023
Q2 | $241K | Sell |
8,403
-159
| -2% | -$4.56K | 0.06% | 194 |
|
|
2023
Q1 | $245K | Sell |
8,562
-181
| -2% | -$5.18K | 0.1% | 146 |
|
|
2022
Q4 | $301K | Buy |
+8,743
| New | +$301K | 0.12% | 120 |
|
|
2022
Q3 | – | Sell |
-7,436
| Closed | -$249K | – | 177 |
|
|
2022
Q2 | $249K | Sell |
7,436
-997
| -12% | -$33.4K | 0.11% | 121 |
|
|
2022
Q1 | $306K | Sell |
8,433
-892
| -10% | -$32.4K | 0.12% | 103 |
|
|
2021
Q4 | $431K | Buy |
9,325
+898
| +11% | +$41.5K | 0.15% | 86 |
|
|
2021
Q3 | $390K | Buy |
8,427
+291
| +4% | +$13.5K | 0.15% | 84 |
|
|
2021
Q2 | $309K | Buy |
+8,136
| New | +$309K | 0.13% | 79 |
|