RWB
RMR Wealth Builders’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1M | Sell |
21,166
-1,266
| -6% | -$59.9K | 0.09% | 112 |
|
|
2025
Q1 | $936K | Sell |
22,432
-2,247
| -9% | -$93.8K | 0.1% | 109 |
|
|
2024
Q4 | $1.08M | Sell |
24,679
-30,751
| -55% | -$1.35M | 0.11% | 103 |
|
|
2024
Q3 | $2.2M | Sell |
55,430
-576
| -1% | -$22.9K | 0.23% | 54 |
|
|
2024
Q2 | $2.23M | Buy |
56,006
+2,712
| +5% | +$108K | 0.26% | 48 |
|
|
2024
Q1 | $2.03M | Buy |
53,294
+15,361
| +40% | +$585K | 0.25% | 54 |
|
|
2023
Q4 | $1.28M | Buy |
37,933
+7,422
| +24% | +$250K | 0.18% | 70 |
|
|
2023
Q3 | $835K | Buy |
30,511
+15,273
| +100% | +$418K | 0.13% | 82 |
|
|
2023
Q2 | $437K | Sell |
15,238
-26
| -0.2% | -$746 | 0.07% | 131 |
|
|
2023
Q1 | $437K | Sell |
15,264
-1,351
| -8% | -$38.6K | 0.08% | 123 |
|
|
2022
Q4 | $550K | Buy |
16,615
+1,285
| +8% | +$42.6K | 0.12% | 86 |
|
|
2022
Q3 | $463K | Buy |
15,330
+235
| +2% | +$7.1K | 0.11% | 97 |
|
|
2022
Q2 | $470K | Sell |
15,095
-1,667
| -10% | -$51.9K | 0.12% | 110 |
|
|
2022
Q1 | $691K | Buy |
16,762
+6,738
| +67% | +$278K | 0.15% | 92 |
|
|
2021
Q4 | $446K | Sell |
10,024
-3,326
| -25% | -$148K | 0.13% | 71 |
|
|
2021
Q3 | $567K | Buy |
13,350
+1,522
| +13% | +$64.6K | 0.17% | 93 |
|
|
2021
Q2 | $488K | Sell |
11,828
-5,589
| -32% | -$231K | 0.16% | 96 |
|
|
2021
Q1 | $674K | Buy |
17,417
+6,958
| +67% | +$269K | 0.18% | 83 |
|
|
2020
Q4 | $317K | Sell |
10,459
-7,040
| -40% | -$213K | 0.16% | 106 |
|
|
2020
Q3 | $422K | Buy |
17,499
+10,906
| +165% | +$263K | 0.11% | 130 |
|
|
2020
Q2 | $157K | Buy |
+6,593
| New | +$157K | 0.14% | 130 |
|
|
2019
Q4 | $270K | Buy |
+7,660
| New | +$270K | 0.26% | 85 |
|