RWP
Ridgecrest 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 | $597K | Sell |
12,617
-1,265
| -9% | -$59.9K | 0.32% | 57 |
|
|
2025
Q1 | $579K | Buy |
13,882
+2,000
| +17% | +$83.5K | 0.3% | 57 |
|
|
2024
Q4 | $522K | Hold |
11,882
| – | – | 0.28% | 58 |
|
|
2024
Q3 | $471K | Buy |
11,882
+85
| +0.7% | +$3.37K | 0.25% | 67 |
|
|
2024
Q2 | $469K | Hold |
11,797
| – | – | 0.28% | 61 |
|
|
2024
Q1 | $447K | Buy |
11,797
+30
| +0.3% | +$1.14K | 0.27% | 62 |
|
|
2023
Q4 | $396K | Sell |
11,767
-8
| -0.1% | -$269 | 0.26% | 62 |
|
|
2023
Q3 | $322K | Sell |
11,775
-480
| -4% | -$13.1K | 0.23% | 70 |
|
|
2023
Q2 | $352K | Sell |
12,255
-100
| -0.8% | -$2.87K | 0.23% | 68 |
|
|
2023
Q1 | $353K | Hold |
12,355
| – | – | 0.25% | 62 |
|
|
2022
Q4 | $409K | Buy |
12,355
+100
| +0.8% | +$3.31K | 0.31% | 58 |
|
|
2022
Q3 | $370K | Buy |
12,255
+25
| +0.2% | +$755 | 0.3% | 60 |
|
|
2022
Q2 | $381K | Hold |
12,230
| – | – | 0.28% | 61 |
|
|
2022
Q1 | $504K | Hold |
12,230
| – | – | 0.32% | 60 |
|
|
2021
Q4 | $544K | Hold |
12,230
| – | – | 0.26% | 70 |
|
|
2021
Q3 | $519K | Buy |
12,230
+3,644
| +42% | +$155K | 0.28% | 67 |
|
|
2021
Q2 | $354K | Buy |
8,586
+986
| +13% | +$40.7K | 0.22% | 81 |
|
|
2021
Q1 | $294K | Buy |
+7,600
| New | +$294K | 0.28% | 68 |
|