SWM
Sugarloaf Wealth Management’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.83M | Sell |
41,667
-267
| -0.6% | -$11.7K | 0.35% | 37 |
|
|
2024
Q3 | $1.66M | Sell |
41,934
-168
| -0.4% | -$6.67K | 0.31% | 41 |
|
|
2024
Q2 | $1.67M | Buy |
42,102
+9,637
| +30% | +$383K | 0.34% | 40 |
|
|
2024
Q1 | $1.23M | Sell |
32,465
-428
| -1% | -$16.2K | 0.26% | 47 |
|
|
2023
Q4 | $1.11M | Sell |
32,893
-7
| -0% | -$236 | 0.27% | 49 |
|
|
2023
Q3 | $901K | Sell |
32,900
-943
| -3% | -$25.8K | 0.23% | 56 |
|
|
2023
Q2 | $971K | Sell |
33,843
-4,065
| -11% | -$117K | 0.23% | 54 |
|
|
2023
Q1 | $1.08M | Buy |
37,908
+326
| +0.9% | +$9.32K | 0.27% | 47 |
|
|
2022
Q4 | $1.24M | Sell |
37,582
-39,035
| -51% | -$1.29M | 0.31% | 39 |
|
|
2022
Q3 | $2.31M | Buy |
76,617
+3,015
| +4% | +$91.1K | 0.59% | 23 |
|
|
2022
Q2 | $2.29M | Buy |
73,602
+1,449
| +2% | +$45.1K | 0.57% | 25 |
|
|
2022
Q1 | $2.97M | Sell |
72,153
-577
| -0.8% | -$23.8K | 0.7% | 21 |
|
|
2021
Q4 | $3.24M | Sell |
72,730
-206
| -0.3% | -$9.17K | 0.77% | 18 |
|
|
2021
Q3 | $3.1M | Sell |
72,936
-1,575
| -2% | -$66.9K | 0.81% | 16 |
|
|
2021
Q2 | $3.07M | Sell |
74,511
-752
| -1% | -$31K | 0.84% | 15 |
|
|
2021
Q1 | $2.91K | Buy |
75,263
+1,045
| +1% | +$40 | 0.87% | 17 |
|
|
2020
Q4 | $2.25M | Sell |
74,218
-2,440
| -3% | -$74K | 0.75% | 22 |
|
|
2020
Q3 | $1.85M | Sell |
76,658
-2,142
| -3% | -$51.6K | 0.67% | 23 |
|
|
2020
Q2 | $1.87M | Buy |
78,800
+775
| +1% | +$18.4K | 0.72% | 21 |
|
|
2020
Q1 | $1.66M | Sell |
78,025
-1,207
| -2% | -$25.6K | 0.74% | 22 |
|
|
2019
Q4 | $2.79M | Buy |
+79,232
| New | +$2.79M | 1.19% | 17 |
|