PWA
Provenance Wealth Advisors’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $204K | Sell |
4,321
-195
| -4% | -$9.23K | 0.03% | 119 |
|
|
2025
Q1 | $188K | Sell |
4,516
-4,112
| -48% | -$172K | 0.03% | 137 |
|
|
2024
Q4 | $379K | Sell |
8,628
-28,364
| -77% | -$1.25M | 0.05% | 106 |
|
|
2024
Q3 | $1.47M | Buy |
36,992
+714
| +2% | +$28.3K | 0.18% | 46 |
|
|
2024
Q2 | $1.44M | Buy |
36,278
+315
| +0.9% | +$12.5K | 0.2% | 40 |
|
|
2024
Q1 | $1.36M | Buy |
35,963
+875
| +2% | +$33.2K | 0.19% | 43 |
|
|
2023
Q4 | $1.18M | Buy |
35,088
+890
| +3% | +$30K | 0.16% | 47 |
|
|
2023
Q3 | $936K | Buy |
+34,198
| New | +$936K | 0.15% | 56 |
|