TWM
Triton Wealth Management’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $466K | Buy |
+9,626
| New | +$466K | 0.2% | 60 |
|
|
2024
Q4 | $504K | Buy |
11,138
+1,920
| +21% | +$86.9K | 0.26% | 41 |
|
|
2024
Q3 | $362K | Hold |
9,218
| – | – | 0.21% | 53 |
|
|
2024
Q2 | $391K | Sell |
9,218
-500
| -5% | -$21.2K | 0.23% | 47 |
|
|
2024
Q1 | $372K | Buy |
9,718
+1
| +0% | +$38 | 0.26% | 43 |
|
|
2023
Q4 | $330K | Sell |
9,717
-2,010
| -17% | -$68.2K | 0.22% | 44 |
|
|
2023
Q3 | $334K | Buy |
11,727
+1,760
| +18% | +$50.1K | 0.22% | 44 |
|
|
2023
Q2 | $310K | Buy |
9,967
+5
| +0.1% | +$156 | 0.17% | 56 |
|
|
2023
Q1 | $289K | Sell |
9,962
-139
| -1% | -$4.03K | 0.18% | 53 |
|
|
2022
Q4 | $341K | Sell |
10,101
-300
| -3% | -$10.1K | 0.21% | 51 |
|
|
2022
Q3 | $336K | Buy |
10,401
+1
| +0% | +$32 | 0.2% | 49 |
|
|
2022
Q2 | $346K | Sell |
10,400
-1,415
| -12% | -$47.1K | 0.24% | 53 |
|
|
2022
Q1 | $552K | Hold |
11,815
| – | – | 0.29% | 41 |
|
|
2021
Q4 | $552K | Sell |
11,815
-50
| -0.4% | -$2.34K | 0.29% | 41 |
|
|
2021
Q3 | $548K | Buy |
11,865
+44
| +0.4% | +$2.03K | 0.26% | 56 |
|
|
2021
Q2 | $491K | Buy |
11,821
+100
| +0.9% | +$4.15K | 0.28% | 61 |
|
|
2021
Q1 | $468K | Sell |
11,721
-63
| -0.5% | -$2.52K | 0.32% | 63 |
|
|
2020
Q4 | $357K | Sell |
11,784
-1,306
| -10% | -$39.6K | 0.23% | 58 |
|
|
2020
Q3 | $323K | Sell |
13,090
-301
| -2% | -$7.43K | 0.27% | 48 |
|
|
2020
Q2 | $325K | Sell |
13,391
-937
| -7% | -$22.7K | 0.34% | 47 |
|
|
2020
Q1 | $336K | Buy |
+14,328
| New | +$336K | 0.54% | 33 |
|