TBWA
Three Bridge 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 | $242K | Sell |
5,121
-2,179
| -30% | -$103K | 0.06% | 109 |
|
|
2025
Q1 | $305K | Hold |
7,300
| – | – | 0.11% | 72 |
|
|
2024
Q4 | $321K | Buy |
7,300
+1,900
| +35% | +$83.5K | 0.11% | 72 |
|
|
2024
Q3 | $214K | Hold |
5,400
| – | – | 0.08% | 82 |
|
|
2024
Q2 | $215K | Sell |
5,400
-1,900
| -26% | -$75.6K | 0.09% | 86 |
|
|
2024
Q1 | $277K | Hold |
7,300
| – | – | 0.11% | 78 |
|
|
2023
Q4 | $246K | Sell |
7,300
-1,000
| -12% | -$33.7K | 0.09% | 83 |
|
|
2023
Q3 | $227K | Hold |
8,300
| – | – | 0.09% | 80 |
|
|
2023
Q2 | $238K | Hold |
8,300
| – | – | 0.1% | 80 |
|
|
2023
Q1 | $237K | Buy |
+8,300
| New | +$237K | 0.11% | 78 |
|