TWA
Tandem Wealth Advisors’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $542K | Buy |
11,459
+1,642
| +17% | +$77.7K | 0.27% | 30 |
|
|
2025
Q1 | $410K | Buy |
9,817
+1,013
| +12% | +$42.3K | 0.21% | 35 |
|
|
2024
Q4 | $387K | Buy |
8,804
+1,068
| +14% | +$46.9K | 0.2% | 36 |
|
|
2024
Q3 | $307K | Sell |
7,736
-23
| -0.3% | -$913 | 0.16% | 44 |
|
|
2024
Q2 | $309K | Hold |
7,759
| – | – | 0.17% | 41 |
|
|
2024
Q1 | $294K | Buy |
7,759
+1,025
| +15% | +$38.9K | 0.16% | 40 |
|
|
2023
Q4 | $227K | Hold |
6,734
| – | – | 0.13% | 48 |
|
|
2023
Q3 | $184K | Buy |
+6,734
| New | +$184K | 0.11% | 51 |
|
|
2023
Q1 | – | Sell |
-5,582
| Closed | -$185K | – | 48 |
|
|
2022
Q4 | $185K | Buy |
+5,582
| New | +$185K | 0.12% | 52 |
|