RWM
Reston Wealth Management’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $204K | Buy |
+4,309
| New | +$204K | 0.07% | 54 |
|
|
2024
Q4 | – | Sell |
-2,502
| Closed | -$99.3K | – | 91 |
|
|
2024
Q3 | $99.3K | Buy |
+2,502
| New | +$99.3K | 0.04% | 85 |
|
|
2022
Q2 | – | Sell |
-5,009
| Closed | -$206K | – | 60 |
|
|
2022
Q1 | $206K | Buy |
+5,009
| New | +$206K | 0.11% | 57 |
|