PPWM
PFG Private 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 | – | Sell |
-98
| Closed | -$4.08K | – | 75 |
|
|
2025
Q1 | $4.08K | Hold |
98
| – | – | ﹤0.01% | 185 |
|
|
2024
Q4 | $4.29K | Hold |
98
| – | – | ﹤0.01% | 161 |
|
|
2024
Q3 | $3.88K | Hold |
98
| – | – | ﹤0.01% | 171 |
|
|
2024
Q2 | $3.88K | Hold |
98
| – | – | ﹤0.01% | 168 |
|
|
2024
Q1 | $3.7K | Hold |
98
| – | – | ﹤0.01% | 163 |
|
|
2023
Q4 | $3.29K | Hold |
98
| – | – | ﹤0.01% | 172 |
|
|
2023
Q3 | $2.67K | Hold |
98
| – | – | ﹤0.01% | 233 |
|
|
2023
Q2 | $2.8K | Sell |
98
-260
| -73% | -$7.43K | ﹤0.01% | 242 |
|
|
2023
Q1 | $10.2K | Sell |
358
-894
| -71% | -$25.5K | 0.01% | 201 |
|
|
2022
Q4 | $41K | Buy |
1,252
+894
| +250% | +$29.3K | 0.03% | 148 |
|
|
2022
Q3 | $11K | Buy |
358
+260
| +265% | +$7.99K | 0.01% | 183 |
|
|
2022
Q2 | $3K | Sell |
98
-260
| -73% | -$7.96K | ﹤0.01% | 250 |
|
|
2022
Q1 | $15K | Hold |
358
| – | – | 0.01% | 187 |
|
|
2021
Q4 | $16K | Buy |
358
+98
| +38% | +$4.38K | 0.01% | 184 |
|
|
2021
Q3 | $11K | Buy |
+260
| New | +$11K | 0.01% | 189 |
|