RPWA
Regent Peak Wealth Advisors’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $500K | Buy |
11,975
+4
| +0% | +$167 | 0.12% | 82 |
|
|
2024
Q4 | $526K | Buy |
11,971
+1,116
| +10% | +$49K | 0.12% | 80 |
|
|
2024
Q3 | $431K | Buy |
10,855
+189
| +2% | +$7.5K | 0.1% | 95 |
|
|
2024
Q2 | $424K | Buy |
10,666
+524
| +5% | +$20.8K | 0.1% | 97 |
|
|
2024
Q1 | $385K | Buy |
10,142
+166
| +2% | +$6.3K | 0.1% | 100 |
|
|
2023
Q4 | $336K | Buy |
9,976
+314
| +3% | +$10.6K | 0.09% | 103 |
|
|
2023
Q3 | $265K | Buy |
9,662
+1,322
| +16% | +$36.2K | 0.08% | 118 |
|
|
2023
Q2 | $239K | Buy |
8,340
+378
| +5% | +$10.8K | 0.07% | 127 |
|
|
2023
Q1 | $228K | Sell |
7,962
-1,317
| -14% | -$37.7K | 0.07% | 136 |
|
|
2022
Q4 | $311K | Buy |
9,279
+120
| +1% | +$4.02K | 0.1% | 113 |
|
|
2022
Q3 | $276K | Buy |
9,159
+450
| +5% | +$13.6K | 0.1% | 122 |
|
|
2022
Q2 | $271K | Sell |
8,709
-262
| -3% | -$8.15K | 0.09% | 123 |
|
|
2022
Q1 | $370K | Buy |
8,971
+405
| +5% | +$16.7K | 0.11% | 109 |
|
|
2021
Q4 | $381K | Buy |
8,566
+440
| +5% | +$19.6K | 0.1% | 112 |
|
|
2021
Q3 | $345K | Buy |
8,126
+143
| +2% | +$6.07K | 0.1% | 115 |
|
|
2021
Q2 | $306K | Buy |
7,983
+1,170
| +17% | +$44.8K | 0.09% | 126 |
|
|
2021
Q1 | $263K | Buy |
6,813
+1,629
| +31% | +$62.9K | 0.09% | 128 |
|
|
2020
Q4 | $157K | Buy |
+5,184
| New | +$157K | 0.05% | 165 |
|
|
2020
Q3 | – | Sell |
-12,300
| Closed | -$292K | – | 130 |
|
|
2020
Q2 | $292K | Buy |
+12,300
| New | +$292K | 0.13% | 93 |
|
|
2020
Q1 | – | Sell |
-12,849
| Closed | -$452K | – | 115 |
|
|
2019
Q4 | $452K | Buy |
+12,849
| New | +$452K | 0.21% | 77 |
|