SWM
Selective 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 | $609K | Sell |
13,000
-569
| -4% | -$26.7K | 0.22% | 49 |
|
|
2025
Q1 | $488K | Sell |
13,569
-201
| -1% | -$7.23K | 0.21% | 56 |
|
|
2024
Q4 | $630K | Sell |
13,770
-1,365
| -9% | -$62.5K | 0.26% | 50 |
|
|
2024
Q3 | $604K | Sell |
15,135
-239
| -2% | -$9.54K | 0.25% | 52 |
|
|
2024
Q2 | $637K | Sell |
15,374
-1,288
| -8% | -$53.4K | 0.28% | 49 |
|
|
2024
Q1 | $611K | Sell |
16,662
-689
| -4% | -$25.3K | 0.27% | 52 |
|
|
2023
Q4 | $586K | Buy |
17,351
+334
| +2% | +$11.3K | 0.3% | 40 |
|
|
2023
Q3 | $441K | Sell |
17,017
-806
| -5% | -$20.9K | 0.24% | 47 |
|
|
2023
Q2 | $511K | Buy |
+17,823
| New | +$511K | 0.25% | 52 |
|
|
2022
Q4 | $801K | Buy |
23,674
+6,092
| +35% | +$206K | 0.42% | 39 |
|
|
2022
Q3 | $531K | Sell |
17,582
-14,650
| -45% | -$442K | 0.23% | 60 |
|
|
2022
Q2 | $1M | Sell |
32,232
-207
| -0.6% | -$6.44K | 0.36% | 41 |
|
|
2022
Q1 | $1.34M | Sell |
32,439
-3,299
| -9% | -$136K | 0.48% | 32 |
|
|
2021
Q4 | $1.59M | Sell |
35,738
-1,180
| -3% | -$52.5K | 0.65% | 27 |
|
|
2021
Q3 | $1.57M | Sell |
36,918
-24,058
| -39% | -$1.02M | 0.83% | 22 |
|
|
2021
Q2 | $2.51M | Sell |
60,976
-25,276
| -29% | -$1.04M | 2% | 11 |
|
|
2021
Q1 | $3.34M | Sell |
86,252
-7,398
| -8% | -$286K | 3.04% | 10 |
|
|
2020
Q4 | $2.84M | Buy |
93,650
+7,702
| +9% | +$233K | 1.83% | 15 |
|
|
2020
Q3 | $2.07M | Buy |
85,948
+1,102
| +1% | +$26.5K | 1.62% | 15 |
|
|
2020
Q2 | $2.02M | Buy |
84,846
+83,378
| +5,680% | +$1.98M | 1.67% | 14 |
|
|
2020
Q1 | $31K | Hold |
1,468
| – | – | 0.05% | 79 |
|
|
2019
Q4 | $52K | Hold |
1,468
| – | – | 0.06% | 77 |
|
|
2019
Q3 | $43K | Buy |
+1,468
| New | +$43K | 0.06% | 85 |
|
|
2018
Q3 | $40K | Buy |
+1,360
| New | +$40K | 0.48% | 38 |
|