PWMG
Pinnacle Wealth Management Group’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $303K | Buy |
+6,400
| New | +$303K | 0.17% | 96 |
|
|
2025
Q1 | – | Sell |
-7,848
| Closed | -$345K | – | 114 |
|
|
2024
Q4 | $345K | Hold |
7,848
| – | – | 0.21% | 83 |
|
|
2024
Q3 | $311K | Sell |
7,848
-2,900
| -27% | -$115K | 0.2% | 90 |
|
|
2024
Q2 | $427K | Sell |
10,748
-412
| -4% | -$16.4K | 0.29% | 63 |
|
|
2024
Q1 | $423K | Sell |
11,160
-440
| -4% | -$16.7K | 0.31% | 63 |
|
|
2023
Q4 | $391K | Hold |
11,600
| – | – | 0.32% | 63 |
|
|
2023
Q3 | $318K | Buy |
11,600
+60
| +0.5% | +$1.64K | 0.29% | 69 |
|
|
2023
Q2 | $331K | Sell |
11,540
-1,300
| -10% | -$37.3K | 0.29% | 66 |
|
|
2023
Q1 | $367K | Buy |
12,840
+735
| +6% | +$21K | 0.32% | 64 |
|
|
2022
Q4 | $401K | Buy |
12,105
+20
| +0.2% | +$663 | 0.36% | 60 |
|
|
2022
Q3 | $365K | Hold |
12,085
| – | – | 0.32% | 66 |
|
|
2022
Q2 | $376K | Hold |
12,085
| – | – | 0.31% | 75 |
|
|
2022
Q1 | $498K | Buy |
12,085
+1,300
| +12% | +$53.6K | 0.37% | 60 |
|
|
2021
Q4 | $480K | Sell |
10,785
-570
| -5% | -$25.4K | 0.36% | 65 |
|
|
2021
Q3 | $482K | Sell |
11,355
-2,475
| -18% | -$105K | 0.36% | 67 |
|
|
2021
Q2 | $570K | Buy |
+13,830
| New | +$570K | 0.42% | 62 |
|