USCWA
U.S. Capital 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 | $30.1M | Buy |
635,311
+13,511
| +2% | +$639K | 0.88% | 17 |
|
|
2025
Q1 | $25.9M | Buy |
621,800
+461,415
| +288% | +$19.3M | 0.79% | 17 |
|
|
2024
Q4 | $7.05M | Sell |
160,385
-7,841
| -5% | -$345K | 0.22% | 116 |
|
|
2024
Q3 | $6.68M | Sell |
168,226
-15,964
| -9% | -$633K | 0.24% | 100 |
|
|
2024
Q2 | $7.33M | Sell |
184,190
-35,953
| -16% | -$1.43M | 0.28% | 79 |
|
|
2024
Q1 | $8.35M | Sell |
220,143
-55,220
| -20% | -$2.09M | 0.32% | 70 |
|
|
2023
Q4 | $9.27M | Sell |
275,363
-53,136
| -16% | -$1.79M | 0.37% | 63 |
|
|
2023
Q3 | $8.99M | Sell |
328,499
-17,022
| -5% | -$466K | 0.4% | 54 |
|
|
2023
Q2 | $9.91M | Buy |
345,521
+27,078
| +9% | +$777K | 0.47% | 46 |
|
|
2023
Q1 | $9.11M | Buy |
318,443
+52,045
| +20% | +$1.49M | 0.42% | 48 |
|
|
2022
Q4 | $8.82M | Sell |
266,398
-19,789
| -7% | -$655K | 0.41% | 45 |
|
|
2022
Q3 | $8.64M | Sell |
286,187
-184
| -0.1% | -$5.56K | 0.44% | 39 |
|
|
2022
Q2 | $8.92M | Sell |
286,371
-26,579
| -8% | -$827K | 0.39% | 52 |
|
|
2022
Q1 | $12.9M | Sell |
312,950
-4,346
| -1% | -$179K | 0.47% | 40 |
|
|
2021
Q4 | $14.1M | Sell |
317,296
-50,478
| -14% | -$2.25M | 0.56% | 35 |
|
|
2021
Q3 | $15.1M | Buy |
+367,774
| New | +$15.1M | 0.66% | 29 |
|