TPWM
Twelve Points 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 | $209K | Sell |
4,413
-500
| -10% | -$23.7K | 0.06% | 178 |
|
|
2025
Q1 | $205K | Sell |
4,913
-314
| -6% | -$13.1K | 0.06% | 166 |
|
|
2024
Q4 | $230K | Sell |
5,227
-3,581
| -41% | -$157K | 0.07% | 160 |
|
|
2024
Q3 | $350K | Buy |
8,808
+369
| +4% | +$14.6K | 0.11% | 143 |
|
|
2024
Q2 | $336K | Hold |
8,439
| – | – | 0.12% | 144 |
|
|
2024
Q1 | $320K | Sell |
8,439
-564
| -6% | -$21.4K | 0.12% | 138 |
|
|
2023
Q4 | $303K | Sell |
9,003
-1,272
| -12% | -$42.8K | 0.14% | 139 |
|
|
2023
Q3 | $281K | Sell |
10,275
-2,789
| -21% | -$76.4K | 0.14% | 140 |
|
|
2023
Q2 | $375K | Sell |
13,064
-1,667
| -11% | -$47.8K | 0.2% | 129 |
|
|
2023
Q1 | $421K | Buy |
14,731
+370
| +3% | +$10.6K | 0.24% | 119 |
|
|
2022
Q4 | $476K | Hold |
14,361
| – | – | 0.32% | 96 |
|
|
2022
Q3 | $434K | Hold |
14,361
| – | – | 0.34% | 99 |
|
|
2022
Q2 | $447K | Hold |
14,361
| – | – | 0.34% | 100 |
|
|
2022
Q1 | $592K | Sell |
14,361
-165
| -1% | -$6.8K | 0.44% | 90 |
|
|
2021
Q4 | $646K | Buy |
+14,526
| New | +$646K | 0.52% | 66 |
|