PWP
Principle Wealth Partners’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.47M | Buy |
115,692
+357
| +0.3% | +$16.9K | 0.34% | 62 |
|
|
2025
Q1 | $4.81M | Buy |
115,335
+621
| +0.5% | +$25.9K | 0.34% | 70 |
|
|
2024
Q4 | $5.04M | Sell |
114,714
-340
| -0.3% | -$14.9K | 0.35% | 64 |
|
|
2024
Q3 | $4.57M | Sell |
115,054
-1,475
| -1% | -$58.5K | 0.32% | 73 |
|
|
2024
Q2 | $4.63M | Sell |
116,529
-135
| -0.1% | -$5.37K | 0.35% | 72 |
|
|
2024
Q1 | $4.42M | Buy |
116,664
+2,170
| +2% | +$82.3K | 0.35% | 75 |
|
|
2023
Q4 | $3.86M | Sell |
114,494
-205
| -0.2% | -$6.9K | 0.33% | 76 |
|
|
2023
Q3 | $3.14M | Sell |
114,699
-1,985
| -2% | -$54.3K | 0.32% | 76 |
|
|
2023
Q2 | $3.35M | Sell |
116,684
-2,342
| -2% | -$67.2K | 0.34% | 69 |
|
|
2023
Q1 | $3.4M | Buy |
119,026
+1,342
| +1% | +$38.4K | 0.36% | 66 |
|
|
2022
Q4 | $3.9M | Sell |
117,684
-76
| -0.1% | -$2.52K | 0.44% | 58 |
|
|
2022
Q3 | $3.56K | Buy |
117,760
+1,173
| +1% | +$35 | 0.34% | 55 |
|
|
2022
Q2 | $3.63M | Sell |
116,587
-833
| -0.7% | -$25.9K | 0.44% | 54 |
|
|
2022
Q1 | $4.84M | Buy |
117,420
+514
| +0.4% | +$21.2K | 0.51% | 45 |
|
|
2021
Q4 | $5.2M | Buy |
116,906
+255
| +0.2% | +$11.3K | 0.55% | 41 |
|
|
2021
Q3 | $4.95M | Sell |
116,651
-310
| -0.3% | -$13.2K | 0.57% | 34 |
|
|
2021
Q2 | $4.82M | Sell |
116,961
-878
| -0.7% | -$36.2K | 0.55% | 36 |
|
|
2021
Q1 | $4.56M | Buy |
117,839
+2,040
| +2% | +$78.9K | 0.53% | 39 |
|
|
2020
Q4 | $3.51M | Buy |
115,799
+6,866
| +6% | +$208K | 0.46% | 47 |
|
|
2020
Q3 | $2.62M | Sell |
108,933
-683
| -0.6% | -$16.5K | 0.73% | 25 |
|
|
2020
Q2 | $2.6M | Buy |
109,616
+1,318
| +1% | +$31.3K | 0.76% | 21 |
|
|
2020
Q1 | $2.3M | Sell |
108,298
-7,926
| -7% | -$168K | 0.86% | 21 |
|
|
2019
Q4 | $4.09M | Sell |
116,224
-2,260
| -2% | -$79.6K | 1.31% | 18 |
|
|
2019
Q3 | $3.46M | Buy |
118,484
+61,514
| +108% | +$1.79M | 1.19% | 19 |
|
|
2019
Q2 | $1.65M | Buy |
56,970
+5,418
| +11% | +$157K | 0.85% | 31 |
|
|
2019
Q1 | $1.42M | Buy |
51,552
+1,226
| +2% | +$33.8K | 0.81% | 33 |
|
|
2018
Q4 | $1.24M | Buy |
+50,326
| New | +$1.24M | 1.04% | 30 |
|