PWMG
Prestige 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 | $2.17M | Sell |
45,914
-1,337
| -3% | -$63.3K | 0.44% | 41 |
|
|
2025
Q1 | $1.97M | Sell |
47,251
-279
| -0.6% | -$11.6K | 0.42% | 40 |
|
|
2024
Q4 | $2.09M | Buy |
47,530
+521
| +1% | +$22.9K | 0.43% | 41 |
|
|
2024
Q3 | $1.87M | Sell |
47,009
-17,583
| -27% | -$698K | 0.39% | 43 |
|
|
2024
Q2 | $2.57M | Buy |
64,592
+29,388
| +83% | +$1.17M | 0.55% | 38 |
|
|
2024
Q1 | $1.33M | Sell |
35,204
-15,584
| -31% | -$591K | 0.29% | 50 |
|
|
2023
Q4 | $1.71M | Buy |
50,788
+9,688
| +24% | +$326K | 0.39% | 43 |
|
|
2023
Q3 | $1.13M | Buy |
41,100
+19,392
| +89% | +$531K | 0.28% | 50 |
|
|
2023
Q2 | $623K | Buy |
21,708
+450
| +2% | +$12.9K | 0.15% | 69 |
|
|
2023
Q1 | $608K | Sell |
21,258
-135
| -0.6% | -$3.86K | 0.15% | 73 |
|
|
2022
Q4 | $709K | Buy |
21,393
+2,028
| +10% | +$67.2K | 0.18% | 65 |
|
|
2022
Q3 | $584K | Sell |
19,365
-376
| -2% | -$11.3K | 0.16% | 61 |
|
|
2022
Q2 | $615K | Sell |
19,741
-3,754
| -16% | -$117K | 0.17% | 62 |
|
|
2022
Q1 | $969K | Buy |
23,495
+1,591
| +7% | +$65.6K | 0.24% | 53 |
|
|
2021
Q4 | $975K | Sell |
21,904
-1,083
| -5% | -$48.2K | 0.23% | 49 |
|
|
2021
Q3 | $976K | Sell |
22,987
-12,122
| -35% | -$515K | 0.25% | 48 |
|
|
2021
Q2 | $1.45M | Sell |
35,109
-626
| -2% | -$25.8K | 0.38% | 35 |
|
|
2021
Q1 | $1.38M | Buy |
35,735
+8,134
| +29% | +$315K | 0.38% | 37 |
|
|
2020
Q4 | $837K | Buy |
27,601
+6,575
| +31% | +$199K | 0.23% | 51 |
|
|
2020
Q3 | $507K | Sell |
21,026
-2,889
| -12% | -$69.7K | 0.15% | 68 |
|
|
2020
Q2 | $568K | Buy |
23,915
+10,373
| +77% | +$246K | 0.2% | 52 |
|
|
2020
Q1 | $287K | Sell |
13,542
-25,499
| -65% | -$540K | 0.12% | 69 |
|
|
2019
Q4 | $1.38M | Sell |
39,041
-2
| -0% | -$70 | 0.75% | 21 |
|
|
2019
Q3 | $1.14M | Sell |
39,043
-419
| -1% | -$12.2K | 0.67% | 25 |
|
|
2019
Q2 | $1.15M | Sell |
39,462
-6,995
| -15% | -$203K | 0.69% | 22 |
|
|
2019
Q1 | $1.28M | Buy |
46,457
+5,698
| +14% | +$157K | 0.79% | 23 |
|
|
2018
Q4 | $1M | Buy |
+40,759
| New | +$1M | 0.74% | 26 |
|