PWM
Palumbo 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 | $2.4M | Buy |
50,680
+3,433
| +7% | +$162K | 0.74% | 38 |
|
|
2025
Q1 | $1.97M | Buy |
47,247
+7,714
| +20% | +$322K | 0.66% | 41 |
|
|
2024
Q4 | $1.74M | Sell |
39,533
-1,377
| -3% | -$60.5K | 0.65% | 40 |
|
|
2024
Q3 | $1.62M | Buy |
40,910
+3,991
| +11% | +$158K | 0.63% | 47 |
|
|
2024
Q2 | $1.47M | Buy |
36,919
+5,747
| +18% | +$229K | 0.62% | 45 |
|
|
2024
Q1 | $1.18M | Buy |
31,172
+2,236
| +8% | +$84.8K | 0.53% | 51 |
|
|
2023
Q4 | $974K | Sell |
28,936
-10,647
| -27% | -$358K | 0.5% | 51 |
|
|
2023
Q3 | $1.08M | Buy |
39,583
+15,686
| +66% | +$429K | 0.6% | 40 |
|
|
2023
Q2 | $686K | Sell |
23,897
-122
| -0.5% | -$3.5K | 0.42% | 47 |
|
|
2023
Q1 | $687K | Buy |
24,019
+674
| +3% | +$19.3K | 0.46% | 49 |
|
|
2022
Q4 | $773K | Buy |
23,345
+905
| +4% | +$30K | 0.61% | 42 |
|
|
2022
Q3 | $678K | Buy |
22,440
+672
| +3% | +$20.3K | 0.57% | 43 |
|
|
2022
Q2 | $678K | Buy |
21,768
+1,036
| +5% | +$32.3K | 0.54% | 44 |
|
|
2022
Q1 | $854K | Buy |
20,732
+112
| +0.5% | +$4.61K | 0.55% | 47 |
|
|
2021
Q4 | $917K | Buy |
20,620
+655
| +3% | +$29.1K | 0.57% | 39 |
|
|
2021
Q3 | $847K | Sell |
19,965
-183
| -0.9% | -$7.76K | 0.56% | 36 |
|
|
2021
Q2 | $831K | Buy |
20,148
+832
| +4% | +$34.3K | 0.56% | 40 |
|
|
2021
Q1 | $747K | Buy |
19,316
+857
| +5% | +$33.1K | 0.56% | 43 |
|
|
2020
Q4 | $559K | Buy |
+18,459
| New | +$559K | 0.45% | 56 |
|