PPWP
Proquility Private Wealth Partners’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.52M | Sell |
36,329
-886
| -2% | -$37K | 0.47% | 65 |
|
|
2024
Q4 | $1.64M | Buy |
37,215
+72
| +0.2% | +$3.16K | 0.53% | 56 |
|
|
2024
Q3 | $1.47M | Sell |
37,143
-9
| -0% | -$357 | 0.47% | 61 |
|
|
2024
Q2 | $1.48M | Sell |
37,152
-29,543
| -44% | -$1.17M | 0.5% | 56 |
|
|
2024
Q1 | $2.53M | Buy |
66,695
+19,010
| +40% | +$721K | 0.87% | 40 |
|
|
2023
Q4 | $1.61M | Sell |
47,685
-14,446
| -23% | -$486K | 0.61% | 52 |
|
|
2023
Q3 | $1.7M | Sell |
62,131
-1,714
| -3% | -$46.9K | 0.7% | 43 |
|
|
2023
Q2 | $1.83M | Buy |
63,845
+2,947
| +5% | +$84.5K | 0.72% | 44 |
|
|
2023
Q1 | $1.74M | Buy |
60,898
+27,019
| +80% | +$773K | 0.69% | 48 |
|
|
2022
Q4 | $1.12M | Sell |
33,879
-20,521
| -38% | -$680K | 0.46% | 60 |
|
|
2022
Q3 | $1.64M | Buy |
54,400
+5,550
| +11% | +$168K | 0.76% | 51 |
|
|
2022
Q2 | $1.52M | Sell |
48,850
-2,709
| -5% | -$84.3K | 0.65% | 53 |
|
|
2022
Q1 | $1.81M | Sell |
51,559
-235
| -0.5% | -$8.24K | 0.75% | 52 |
|
|
2021
Q4 | $2.54M | Sell |
51,794
-4,452
| -8% | -$218K | 0.89% | 38 |
|
|
2021
Q3 | $2.39M | Buy |
56,246
+200
| +0.4% | +$8.49K | 0.9% | 40 |
|
|
2021
Q2 | $2.31M | Buy |
56,046
+819
| +1% | +$33.8K | 0.87% | 44 |
|
|
2021
Q1 | $2.14M | Buy |
55,227
+43,420
| +368% | +$1.68M | 0.85% | 43 |
|
|
2020
Q4 | $358K | Buy |
+11,807
| New | +$358K | 0.16% | 79 |
|