OWA
Outlook 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 | $646K | Sell |
13,661
-295
| -2% | -$14K | 0.17% | 122 |
|
|
2025
Q1 | $582K | Sell |
13,956
-88
| -0.6% | -$3.67K | 0.16% | 122 |
|
|
2024
Q4 | $617K | Buy |
14,044
+330
| +2% | +$14.5K | 0.18% | 117 |
|
|
2024
Q3 | $544K | Buy |
+13,714
| New | +$544K | 0.16% | 123 |
|
|
2020
Q1 | – | Sell |
-7,947
| Closed | -$280K | – | 155 |
|
|
2019
Q4 | $280K | Buy |
+7,947
| New | +$280K | 0.16% | 122 |
|