OWA
Opal 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 | $754K | Buy |
15,941
+359
| +2% | +$17K | 0.21% | 58 |
|
|
2025
Q1 | $650K | Sell |
15,582
-170
| -1% | -$7.09K | 0.2% | 61 |
|
|
2024
Q4 | $692K | Buy |
15,752
+468
| +3% | +$20.6K | 0.21% | 67 |
|
|
2024
Q3 | $606K | Buy |
15,284
+1,050
| +7% | +$41.7K | 0.19% | 70 |
|
|
2024
Q2 | $566K | Buy |
14,234
+1,696
| +14% | +$67.5K | 0.18% | 73 |
|
|
2024
Q1 | $475K | Buy |
12,538
+1,829
| +17% | +$69.4K | 0.16% | 84 |
|
|
2023
Q4 | $361K | Sell |
10,709
-836
| -7% | -$28.1K | 0.14% | 109 |
|
|
2023
Q3 | $316K | Buy |
11,545
+51
| +0.4% | +$1.4K | 0.19% | 94 |
|
|
2023
Q2 | $330K | Buy |
+11,494
| New | +$330K | 0.16% | 81 |
|
|
2023
Q1 | – | Sell |
-6,561
| Closed | -$217K | – | 116 |
|
|
2022
Q4 | $217K | Sell |
6,561
-198
| -3% | -$6.56K | 0.12% | 112 |
|
|
2022
Q3 | $204K | Buy |
6,759
+79
| +1% | +$2.38K | 0.15% | 97 |
|
|
2022
Q2 | $208K | Buy |
6,680
+127
| +2% | +$3.95K | 0.14% | 101 |
|
|
2022
Q1 | $270K | Sell |
6,553
-734
| -10% | -$30.2K | 0.24% | 75 |
|
|
2021
Q4 | $324K | Buy |
7,287
+2,029
| +39% | +$90.2K | 0.21% | 79 |
|
|
2021
Q3 | $223K | Sell |
5,258
-2,016
| -28% | -$85.5K | 0.21% | 71 |
|
|
2021
Q2 | $300K | Sell |
7,274
-1,012
| -12% | -$41.7K | 0.28% | 53 |
|
|
2021
Q1 | $321K | Buy |
8,286
+1,361
| +20% | +$52.7K | 0.35% | 38 |
|
|
2020
Q4 | $210K | Buy |
+6,925
| New | +$210K | 0.26% | 67 |
|