QWP
Quotient 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 | $1.95M | Buy |
41,159
+2,823
| +7% | +$134K | 0.06% | 76 |
|
|
2025
Q1 | $1.6M | Sell |
38,336
-235
| -0.6% | -$9.81K | 0.05% | 86 |
|
|
2024
Q4 | $1.7M | Buy |
38,571
+1,538
| +4% | +$67.6K | 0.06% | 75 |
|
|
2024
Q3 | $1.47M | Sell |
37,033
-2,599
| -7% | -$103K | 0.05% | 80 |
|
|
2024
Q2 | $1.58M | Buy |
39,632
+1,544
| +4% | +$61.4K | 0.06% | 75 |
|
|
2024
Q1 | $1.44M | Sell |
38,088
-4,532
| -11% | -$172K | 0.05% | 93 |
|
|
2023
Q4 | $1.44M | Buy |
+42,620
| New | +$1.44M | 0.06% | 95 |
|