SWM
Sendero 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 | $382K | Sell |
8,076
-1,036
| -11% | -$49K | 0.05% | 161 |
|
|
2025
Q1 | $380K | Buy |
9,112
+485
| +6% | +$20.2K | 0.05% | 150 |
|
|
2024
Q4 | $379K | Hold |
8,627
| – | – | 0.06% | 144 |
|
|
2024
Q3 | $342K | Hold |
8,627
| – | – | 0.05% | 140 |
|
|
2024
Q2 | $343K | Sell |
8,627
-140,205
| -94% | -$5.58M | 0.06% | 136 |
|
|
2024
Q1 | $5.64M | Buy |
148,832
+87,325
| +142% | +$3.31M | 0.97% | 24 |
|
|
2023
Q4 | $2.07M | Sell |
61,507
-74,056
| -55% | -$2.49M | 0.39% | 52 |
|
|
2023
Q3 | $3.71M | Buy |
135,563
+9,912
| +8% | +$271K | 0.8% | 26 |
|
|
2023
Q2 | $3.6M | Buy |
125,651
+27,798
| +28% | +$798K | 0.79% | 26 |
|
|
2023
Q1 | $2.8M | Buy |
97,853
+63,301
| +183% | +$1.81M | 0.86% | 24 |
|
|
2022
Q4 | $1.14M | Buy |
34,552
+18,275
| +112% | +$605K | 0.41% | 51 |
|
|
2022
Q3 | $492K | Buy |
+16,277
| New | +$492K | 0.2% | 64 |
|