RWP
Revolve 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 | $645K | Sell |
13,633
-499
| -4% | -$23.6K | 0.08% | 102 |
|
|
2025
Q1 | $590K | Buy |
14,132
+240
| +2% | +$10K | 0.09% | 104 |
|
|
2024
Q4 | $611K | Sell |
13,892
-2,052
| -13% | -$90.2K | 0.09% | 100 |
|
|
2024
Q3 | $633K | Buy |
15,944
+2,679
| +20% | +$106K | 0.1% | 94 |
|
|
2024
Q2 | $528K | Buy |
13,265
+368
| +3% | +$14.6K | 0.09% | 100 |
|
|
2024
Q1 | $489K | Buy |
12,897
+72
| +0.6% | +$2.73K | 0.08% | 105 |
|
|
2023
Q4 | $432K | Sell |
12,825
-193
| -1% | -$6.5K | 0.08% | 100 |
|
|
2023
Q3 | $356K | Buy |
13,018
+3,313
| +34% | +$90.7K | 0.08% | 102 |
|
|
2023
Q2 | $278K | Sell |
9,705
-585
| -6% | -$16.8K | 0.07% | 114 |
|
|
2023
Q1 | $294K | Sell |
10,290
-1,744
| -14% | -$49.9K | 0.07% | 110 |
|
|
2022
Q4 | $399K | Buy |
12,034
+3,130
| +35% | +$104K | 0.11% | 89 |
|
|
2022
Q3 | $269K | Buy |
8,904
+710
| +9% | +$21.5K | 0.09% | 100 |
|
|
2022
Q2 | $255K | Sell |
8,194
-15
| -0.2% | -$467 | 0.08% | 105 |
|
|
2022
Q1 | $338K | Sell |
8,209
-117
| -1% | -$4.82K | 0.1% | 96 |
|
|
2021
Q4 | $370K | Buy |
+8,326
| New | +$370K | 0.11% | 94 |
|