PFWA
Paces Ferry 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 | $439K | Sell |
9,275
-231
| -2% | -$10.9K | 0.2% | 68 |
|
|
2025
Q1 | $397K | Sell |
9,506
-227
| -2% | -$9.47K | 0.2% | 72 |
|
|
2024
Q4 | $428K | Sell |
9,733
-195
| -2% | -$8.57K | 0.21% | 66 |
|
|
2024
Q3 | $394K | Sell |
9,928
-73
| -0.7% | -$2.9K | 0.23% | 75 |
|
|
2024
Q2 | $398K | Sell |
10,001
-76
| -0.8% | -$3.02K | 0.24% | 70 |
|
|
2024
Q1 | $382K | Sell |
10,077
-596
| -6% | -$22.6K | 0.24% | 73 |
|
|
2023
Q4 | $359K | Buy |
10,673
+433
| +4% | +$14.6K | 0.25% | 74 |
|
|
2023
Q3 | $280K | Sell |
10,240
-286
| -3% | -$7.83K | 0.22% | 85 |
|
|
2023
Q2 | $302K | Sell |
10,526
-1,608
| -13% | -$46.1K | 0.23% | 83 |
|
|
2023
Q1 | $347K | Buy |
12,134
+1,917
| +19% | +$54.8K | 0.28% | 78 |
|
|
2022
Q4 | $338K | Buy |
10,217
+120
| +1% | +$3.98K | 0.33% | 72 |
|
|
2022
Q3 | $305K | Buy |
10,097
+56
| +0.6% | +$1.69K | 0.33% | 69 |
|
|
2022
Q2 | $313K | Buy |
10,041
+48
| +0.5% | +$1.5K | 0.31% | 72 |
|
|
2022
Q1 | $412K | Sell |
9,993
-629
| -6% | -$25.9K | 0.33% | 64 |
|
|
2021
Q4 | $473K | Sell |
10,622
-2,900
| -21% | -$129K | 0.34% | 66 |
|
|
2021
Q3 | $574K | Sell |
13,522
-319
| -2% | -$13.5K | 0.46% | 51 |
|
|
2021
Q2 | $571K | Sell |
13,841
-434
| -3% | -$17.9K | 0.44% | 52 |
|
|
2021
Q1 | $552K | Sell |
14,275
-4
| -0% | -$155 | 0.48% | 50 |
|
|
2020
Q4 | $433K | Buy |
14,279
+5,490
| +62% | +$166K | 0.4% | 63 |
|
|
2020
Q3 | $212K | Buy |
+8,789
| New | +$212K | 0.18% | 98 |
|