PWMAG
Pinnacle Wealth Management Advisory Group’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.3M | Sell |
69,786
-1,431
| -2% | -$67.7K | 0.27% | 76 |
|
|
2025
Q1 | $2.97M | Buy |
71,217
+3,462
| +5% | +$144K | 0.28% | 79 |
|
|
2024
Q4 | $2.98M | Sell |
67,755
-2,578
| -4% | -$113K | 0.28% | 75 |
|
|
2024
Q3 | $2.79M | Sell |
70,333
-1,514
| -2% | -$60.1K | 0.27% | 77 |
|
|
2024
Q2 | $2.86M | Buy |
71,847
+804
| +1% | +$32K | 0.29% | 77 |
|
|
2024
Q1 | $2.69M | Buy |
71,043
+3,817
| +6% | +$145K | 0.29% | 79 |
|
|
2023
Q4 | $2.26M | Sell |
67,226
-2,598
| -4% | -$87.5K | 0.27% | 80 |
|
|
2023
Q3 | $1.91M | Sell |
69,824
-596
| -0.8% | -$16.3K | 0.25% | 84 |
|
|
2023
Q2 | $2.02M | Buy |
70,420
+11,767
| +20% | +$338K | 0.25% | 83 |
|
|
2023
Q1 | $1.68M | Sell |
58,653
-3,547
| -6% | -$101K | 0.23% | 86 |
|
|
2022
Q4 | $2.06M | Sell |
62,200
-7,609
| -11% | -$252K | 0.31% | 72 |
|
|
2022
Q3 | $2.11M | Buy |
69,809
+174
| +0.2% | +$5.25K | 0.35% | 67 |
|
|
2022
Q2 | $2.17M | Sell |
69,635
-1,135
| -2% | -$35.3K | 0.35% | 71 |
|
|
2022
Q1 | $2.92M | Buy |
70,770
+14,144
| +25% | +$583K | 0.42% | 63 |
|
|
2021
Q4 | $2.52M | Buy |
56,626
+6,151
| +12% | +$274K | 0.41% | 60 |
|
|
2021
Q3 | $2.14M | Buy |
50,475
+1,510
| +3% | +$64.1K | 0.5% | 53 |
|
|
2021
Q2 | $2.02M | Buy |
48,965
+2,272
| +5% | +$93.7K | 0.47% | 55 |
|
|
2021
Q1 | $1.81M | Buy |
46,693
+2,790
| +6% | +$108K | 0.51% | 49 |
|
|
2020
Q4 | $1.33M | Sell |
43,903
-365
| -0.8% | -$11.1K | 0.41% | 66 |
|
|
2020
Q3 | $1.07M | Buy |
44,268
+4,470
| +11% | +$108K | 0.37% | 74 |
|
|
2020
Q2 | $945K | Buy |
39,798
+7,700
| +24% | +$183K | 0.35% | 75 |
|
|
2020
Q1 | $681K | Buy |
32,098
+23,225
| +262% | +$493K | 0.33% | 74 |
|
|
2019
Q4 | $313K | Hold |
8,873
| – | – | 0.12% | 145 |
|
|
2019
Q3 | $259K | Hold |
8,873
| – | – | 0.11% | 149 |
|
|
2019
Q2 | $257K | Sell |
8,873
-340
| -4% | -$9.85K | 0.11% | 156 |
|
|
2019
Q1 | $254K | Sell |
9,213
-360
| -4% | -$9.93K | 0.11% | 155 |
|
|
2018
Q4 | $236K | Buy |
9,573
+350
| +4% | +$8.63K | 0.13% | 144 |
|
|
2018
Q3 | $272K | Buy |
+9,223
| New | +$272K | 0.13% | 128 |
|
|
2018
Q2 | – | Sell |
-8,089
| Closed | -$243K | – | 144 |
|
|
2018
Q1 | $243K | Buy |
8,089
+1,000
| +14% | +$30K | 0.14% | 124 |
|
|
2017
Q4 | $209K | Buy |
+7,089
| New | +$209K | 0.12% | 140 |
|