QFA
Quantum Financial Advisors’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $397K | Buy |
8,384
+67
| +0.8% | +$3.17K | 0.05% | 103 |
|
|
2025
Q1 | $347K | Sell |
8,317
-653
| -7% | -$27.2K | 0.05% | 108 |
|
|
2024
Q4 | $394K | Hold |
8,970
| – | – | 0.06% | 103 |
|
|
2024
Q3 | $356K | Buy |
8,970
+657
| +8% | +$26.1K | 0.06% | 111 |
|
|
2024
Q2 | $331K | Hold |
8,313
| – | – | 0.06% | 110 |
|
|
2024
Q1 | $315K | Sell |
8,313
-535
| -6% | -$20.3K | 0.06% | 109 |
|
|
2023
Q4 | $298K | Hold |
8,848
| – | – | 0.07% | 79 |
|
|
2023
Q3 | $242K | Hold |
8,848
| – | – | 0.07% | 94 |
|
|
2023
Q2 | $254K | Hold |
8,848
| – | – | 0.07% | 75 |
|
|
2023
Q1 | $253K | Hold |
8,848
| – | – | 0.08% | 77 |
|
|
2022
Q4 | $293K | Buy |
8,848
+98
| +1% | +$3.25K | 0.13% | 59 |
|
|
2022
Q3 | $264K | Sell |
8,750
-120
| -1% | -$3.62K | 0.12% | 54 |
|
|
2022
Q2 | $311K | Buy |
+8,870
| New | +$311K | 0.12% | 56 |
|