TLA
Tanglewood Legacy Advisors’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $36.7K | Hold |
775
| – | – | 0.02% | 189 |
|
|
2025
Q1 | $32.3K | Sell |
775
-72
| -9% | -$3.01K | 0.01% | 197 |
|
|
2024
Q4 | $37.2K | Hold |
847
| – | – | 0.02% | 192 |
|
|
2024
Q3 | $33.6K | Hold |
847
| – | – | 0.01% | 182 |
|
|
2024
Q2 | $33.7K | Hold |
847
| – | – | 0.02% | 183 |
|
|
2024
Q1 | $32.1K | Buy |
847
+72
| +9% | +$2.73K | 0.02% | 189 |
|
|
2023
Q4 | $26.1K | Hold |
775
| – | – | 0.01% | 190 |
|
|
2023
Q3 | $21.2K | Hold |
775
| – | – | 0.01% | 209 |
|
|
2023
Q2 | $22.2K | Hold |
775
| – | – | 0.01% | 208 |
|
|
2023
Q1 | $22.2K | Hold |
775
| – | – | 0.01% | 202 |
|
|
2022
Q4 | $25.7K | Buy |
+775
| New | +$25.7K | 0.02% | 170 |
|