TW
TritonPoint Wealth’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.33M | Sell |
70,290
-860
| -1% | -$40.7K | 0.31% | 83 |
|
|
2025
Q1 | $2.97M | Sell |
71,150
-613
| -0.9% | -$25.6K | 0.28% | 87 |
|
|
2024
Q4 | $3.15M | Sell |
71,763
-805
| -1% | -$35.4K | 0.29% | 90 |
|
|
2024
Q3 | $2.86M | Sell |
72,568
-4,241
| -6% | -$167K | 0.26% | 94 |
|
|
2024
Q2 | $3.05M | Sell |
76,809
-7,748
| -9% | -$308K | 0.29% | 84 |
|
|
2024
Q1 | $2.95M | Sell |
84,557
-7,393
| -8% | -$258K | 0.31% | 79 |
|
|
2023
Q4 | $3.1M | Buy |
+91,950
| New | +$3.1M | 0.3% | 82 |
|