TCWA
Turtle Creek 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 | $891K | Buy |
18,822
+2,653
| +16% | +$126K | 0.11% | 119 |
|
|
2025
Q1 | $675K | Buy |
16,169
+2,059
| +15% | +$85.9K | 0.1% | 95 |
|
|
2024
Q4 | $620K | Buy |
14,110
+1,216
| +9% | +$53.4K | 0.14% | 60 |
|
|
2024
Q3 | $512K | Buy |
12,894
+1,263
| +11% | +$50.1K | 0.1% | 102 |
|
|
2024
Q2 | $463K | Buy |
11,631
+1,910
| +20% | +$76K | 0.11% | 95 |
|
|
2024
Q1 | $369K | Sell |
9,721
-2,371
| -20% | -$89.9K | 0.09% | 103 |
|
|
2023
Q4 | $407K | Buy |
+12,092
| New | +$407K | 0.12% | 103 |
|