PWM
PBMares 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 | $716K | Sell |
15,128
-466
| -3% | -$22.1K | 0.13% | 87 |
|
|
2025
Q1 | $651K | Sell |
15,594
-1,247
| -7% | -$52K | 0.13% | 90 |
|
|
2024
Q4 | $740K | Sell |
16,841
-43
| -0.3% | -$1.89K | 0.15% | 85 |
|
|
2024
Q3 | $670K | Buy |
16,884
+49
| +0.3% | +$1.94K | 0.14% | 89 |
|
|
2024
Q2 | $670K | Buy |
16,835
+1,330
| +9% | +$52.9K | 0.16% | 85 |
|
|
2024
Q1 | $588K | Sell |
15,505
-1,315
| -8% | -$49.9K | 0.15% | 94 |
|
|
2023
Q4 | $566K | Sell |
16,820
-3,758
| -18% | -$127K | 0.17% | 90 |
|
|
2023
Q3 | $563K | Sell |
20,578
-544
| -3% | -$14.9K | 0.2% | 85 |
|
|
2023
Q2 | $606K | Sell |
21,122
-224
| -1% | -$6.43K | 0.22% | 83 |
|
|
2023
Q1 | $610K | Sell |
21,346
-776
| -4% | -$22.2K | 0.23% | 79 |
|
|
2022
Q4 | $733K | Sell |
22,122
-475
| -2% | -$15.7K | 0.3% | 63 |
|
|
2022
Q3 | $682K | Buy |
22,597
+3,044
| +16% | +$91.9K | 0.3% | 62 |
|
|
2022
Q2 | $609K | Hold |
19,553
| – | – | 0.26% | 69 |
|
|
2022
Q1 | $806K | Sell |
19,553
-6,502
| -25% | -$268K | 0.5% | 49 |
|
|
2021
Q4 | $1.16M | Sell |
26,055
-800
| -3% | -$35.6K | 0.49% | 43 |
|
|
2021
Q3 | $1.14M | Hold |
26,855
| – | – | 0.54% | 38 |
|
|
2021
Q2 | $1.11M | Sell |
26,855
-1,500
| -5% | -$61.8K | 0.6% | 35 |
|
|
2021
Q1 | $1.1M | Sell |
28,355
-1,318
| -4% | -$51K | 0.9% | 29 |
|
|
2020
Q4 | $899K | Buy |
29,673
+1,728
| +6% | +$52.4K | 1.03% | 32 |
|
|
2020
Q3 | $673K | Hold |
27,945
| – | – | 0.99% | 36 |
|
|
2020
Q2 | $664K | Hold |
27,945
| – | – | 1% | 32 |
|
|
2020
Q1 | $593K | Sell |
27,945
-1,500
| -5% | -$31.8K | 0.93% | 32 |
|
|
2019
Q4 | $1.04M | Buy |
+29,445
| New | +$1.04M | 1.23% | 21 |
|