SWM
Scissortail 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 | $203K | Buy |
+4,299
| New | +$203K | 0.05% | 110 |
|
|
2024
Q1 | – | Sell |
-26,636
| Closed | -$895K | – | 131 |
|
|
2023
Q4 | $895K | Buy |
+26,636
| New | +$895K | 0.28% | 71 |
|
|
2022
Q3 | – | Sell |
-4,829
| Closed | -$215K | – | 89 |
|
|
2022
Q2 | $215K | Buy |
+4,829
| New | +$215K | 0.08% | 77 |
|
|
2022
Q1 | – | Sell |
-4,829
| Closed | -$215K | – | 94 |
|
|
2021
Q4 | $215K | Buy |
+4,829
| New | +$215K | 0.08% | 77 |
|