PCG
Prosperity Consulting Group’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.02M | Buy |
63,749
+3,103
| +5% | +$147K | 0.22% | 104 |
|
|
2025
Q1 | $2.53M | Sell |
60,646
-13,960
| -19% | -$583K | 0.2% | 119 |
|
|
2024
Q4 | $3.28M | Buy |
74,606
+2,368
| +3% | +$104K | 0.25% | 94 |
|
|
2024
Q3 | $2.87M | Buy |
72,238
+19,199
| +36% | +$762K | 0.22% | 107 |
|
|
2024
Q2 | $2.11M | Sell |
53,039
-7,235
| -12% | -$288K | 0.29% | 95 |
|
|
2024
Q1 | $2.29M | Buy |
60,274
+3,998
| +7% | +$152K | 0.29% | 97 |
|
|
2023
Q4 | $1.89M | Buy |
56,276
+2,904
| +5% | +$97.8K | 0.63% | 37 |
|
|
2023
Q3 | $1.46M | Buy |
53,372
+3,477
| +7% | +$95.2K | 0.67% | 36 |
|
|
2023
Q2 | $1.43M | Sell |
49,895
-1,413
| -3% | -$40.5K | 0.88% | 28 |
|
|
2023
Q1 | $1.47M | Sell |
51,308
-449
| -0.9% | -$12.8K | 0.93% | 29 |
|
|
2022
Q4 | $1.71M | Buy |
51,757
+913
| +2% | +$30.2K | 1.14% | 26 |
|
|
2022
Q3 | $1.54M | Sell |
50,844
-1,228
| -2% | -$37.1K | 1.26% | 23 |
|
|
2022
Q2 | $1.62M | Sell |
52,072
-158
| -0.3% | -$4.92K | 1.4% | 22 |
|
|
2022
Q1 | $2.15M | Sell |
52,230
-1,349
| -3% | -$55.6K | 1.6% | 18 |
|
|
2021
Q4 | $2.51M | Buy |
+53,579
| New | +$2.51M | 1.88% | 10 |
|