SWMP
Signature Wealth Management Partners’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $224K | Sell |
4,742
-575
| -11% | -$27.2K | 0.13% | 99 |
|
|
2025
Q1 | $222K | Hold |
5,317
| – | – | 0.15% | 95 |
|
|
2024
Q4 | $234K | Sell |
5,317
-518
| -9% | -$22.8K | 0.16% | 92 |
|
|
2024
Q3 | $232K | Sell |
5,835
-3,435
| -37% | -$136K | 0.17% | 92 |
|
|
2024
Q2 | $369K | Hold |
9,270
| – | – | 0.28% | 67 |
|
|
2024
Q1 | $352K | Sell |
9,270
-600
| -6% | -$22.8K | 0.29% | 71 |
|
|
2023
Q4 | $332K | Hold |
9,870
| – | – | 0.29% | 73 |
|
|
2023
Q3 | $270K | Hold |
9,870
| – | – | 0.26% | 77 |
|
|
2023
Q2 | $283K | Buy |
9,870
+2,718
| +38% | +$78K | 0.26% | 74 |
|
|
2023
Q1 | $205K | Buy |
+7,152
| New | +$205K | 0.19% | 96 |
|