SVWAG
Sound View Wealth Advisors Group’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.41M | Sell |
72,101
-2,653
| -4% | -$126K | 0.25% | 91 |
|
|
2025
Q1 | $3.12M | Buy |
74,754
+3,624
| +5% | +$151K | 0.26% | 88 |
|
|
2024
Q4 | $3.13M | Buy |
71,130
+945
| +1% | +$41.5K | 0.25% | 86 |
|
|
2024
Q3 | $2.78M | Buy |
70,185
+5,115
| +8% | +$203K | 0.23% | 101 |
|
|
2024
Q2 | $2.59M | Sell |
65,070
-4,707
| -7% | -$187K | 0.27% | 81 |
|
|
2024
Q1 | $2.65M | Buy |
69,777
+9,045
| +15% | +$343K | 0.28% | 85 |
|
|
2023
Q4 | $2.04M | Sell |
60,732
-1,556
| -2% | -$52.4K | 0.23% | 108 |
|
|
2023
Q3 | $1.71M | Buy |
62,288
+4,295
| +7% | +$118K | 0.21% | 103 |
|
|
2023
Q2 | $1.66M | Buy |
57,993
+3,577
| +7% | +$103K | 0.22% | 99 |
|
|
2023
Q1 | $1.56M | Sell |
54,416
-6,316
| -10% | -$181K | 0.21% | 105 |
|
|
2022
Q4 | $2.04M | Buy |
60,732
+21,566
| +55% | +$726K | 0.23% | 108 |
|
|
2022
Q3 | $1.18M | Buy |
39,166
+129
| +0.3% | +$3.9K | 0.27% | 97 |
|
|
2022
Q2 | $1.22M | Buy |
39,037
+122
| +0.3% | +$3.8K | 0.25% | 99 |
|
|
2022
Q1 | $1.6M | Buy |
38,915
+495
| +1% | +$20.4K | 0.3% | 85 |
|
|
2021
Q4 | $1.71M | Buy |
38,420
+755
| +2% | +$33.6K | 0.32% | 77 |
|
|
2021
Q3 | $1.6M | Buy |
37,665
+700
| +2% | +$29.7K | 0.33% | 79 |
|
|
2021
Q2 | $1.52M | Sell |
36,965
-377
| -1% | -$15.5K | 0.32% | 87 |
|
|
2021
Q1 | $1.45M | Buy |
37,342
+417
| +1% | +$16.1K | 0.34% | 84 |
|
|
2020
Q4 | $1.12M | Sell |
36,925
-86
| -0.2% | -$2.61K | 0.27% | 91 |
|
|
2020
Q3 | $892K | Sell |
37,011
-757
| -2% | -$18.2K | 0.23% | 100 |
|
|
2020
Q2 | $897K | Buy |
37,768
+2,099
| +6% | +$49.9K | 0.25% | 99 |
|
|
2020
Q1 | $757K | Sell |
35,669
-7,355
| -17% | -$156K | 0.26% | 94 |
|
|
2019
Q4 | $1.52M | Buy |
43,024
+2,906
| +7% | +$102K | 0.43% | 70 |
|
|
2019
Q3 | $1.17M | Sell |
40,118
-2,342
| -6% | -$68.3K | 0.35% | 81 |
|
|
2019
Q2 | $1.23M | Buy |
+42,460
| New | +$1.23M | 0.36% | 78 |
|