TPCW
TD Private Client Wealth’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.33M | Buy |
155,003
+6,795
| +5% | +$322K | 0.18% | 82 |
|
|
2025
Q1 | $6.18M | Buy |
148,208
+10,065
| +7% | +$420K | 0.17% | 94 |
|
|
2024
Q4 | $6.07M | Sell |
138,143
-4,397
| -3% | -$193K | 0.17% | 85 |
|
|
2024
Q3 | $5.66M | Buy |
142,540
+7,458
| +6% | +$296K | 0.16% | 93 |
|
|
2024
Q2 | $5.37M | Buy |
135,082
+3,378
| +3% | +$134K | 0.17% | 91 |
|
|
2024
Q1 | $4.99M | Buy |
131,704
+13,824
| +12% | +$524K | 0.16% | 102 |
|
|
2023
Q4 | $3.97M | Sell |
117,880
-37,932
| -24% | -$1.28M | 0.14% | 123 |
|
|
2023
Q3 | $4.27M | Buy |
155,812
+28,734
| +23% | +$787K | 0.18% | 111 |
|
|
2023
Q2 | $3.65M | Sell |
127,078
-14,582
| -10% | -$418K | 0.16% | 142 |
|
|
2023
Q1 | $4.05M | Buy |
141,660
+1,702
| +1% | +$48.7K | 0.18% | 123 |
|
|
2022
Q4 | $4.64M | Buy |
139,958
+27,275
| +24% | +$903K | 0.22% | 103 |
|
|
2022
Q3 | $3.4M | Buy |
112,683
+5,351
| +5% | +$162K | 0.17% | 130 |
|
|
2022
Q2 | $3.34M | Buy |
107,332
+589
| +0.6% | +$18.3K | 0.16% | 136 |
|
|
2022
Q1 | $4.4M | Buy |
106,743
+2,670
| +3% | +$110K | 0.19% | 116 |
|
|
2021
Q4 | $4.63M | Sell |
104,073
-65,340
| -39% | -$2.91M | 0.19% | 114 |
|
|
2021
Q3 | $7.19M | Buy |
169,413
+650
| +0.4% | +$27.6K | 0.31% | 73 |
|
|
2021
Q2 | $6.96M | Sell |
168,763
-14,049
| -8% | -$579K | 0.3% | 74 |
|
|
2021
Q1 | $7.07M | Buy |
182,812
+4,040
| +2% | +$156K | 0.33% | 65 |
|
|
2020
Q4 | $5.42M | Sell |
178,772
-18,073
| -9% | -$548K | 0.27% | 84 |
|
|
2020
Q3 | $4.74M | Sell |
196,845
-5,776
| -3% | -$139K | 0.27% | 83 |
|
|
2020
Q2 | $4.81M | Sell |
202,621
-7,543
| -4% | -$179K | 0.28% | 74 |
|
|
2020
Q1 | $4.46M | Sell |
210,164
-23,836
| -10% | -$506K | 0.32% | 72 |
|
|
2019
Q4 | $8.24M | Buy |
+234,000
| New | +$8.24M | 0.49% | 50 |
|