UWM
Udine 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 | $10.3M | Buy |
218,149
+316
| +0.1% | +$15K | 5.45% | 7 |
|
|
2025
Q1 | $9.09M | Buy |
217,833
+13,286
| +6% | +$554K | 6.08% | 6 |
|
|
2024
Q4 | $8.99M | Sell |
204,547
-3,291
| -2% | -$145K | 5.77% | 6 |
|
|
2024
Q3 | $8.25M | Buy |
207,838
+2,102
| +1% | +$83.4K | 5.82% | 6 |
|
|
2024
Q2 | $8.18M | Buy |
205,736
+3,854
| +2% | +$153K | 5.7% | 7 |
|
|
2024
Q1 | $7.66M | Buy |
201,882
+466
| +0.2% | +$17.7K | 5.28% | 7 |
|
|
2023
Q4 | $6.78M | Sell |
201,416
-3,610
| -2% | -$122K | 5.4% | 6 |
|
|
2023
Q3 | $5.61M | Buy |
205,026
+43,015
| +27% | +$1.18M | 5.43% | 7 |
|
|
2023
Q2 | $4.65M | Buy |
162,011
+40,734
| +34% | +$1.17M | 4.42% | 7 |
|
|
2023
Q1 | $3.47M | Buy |
121,277
+6,806
| +6% | +$195K | 5.35% | 6 |
|
|
2022
Q4 | $3.79M | Sell |
114,471
-625
| -0.5% | -$20.7K | 4.66% | 6 |
|
|
2022
Q3 | $3.48M | Buy |
115,096
+12,067
| +12% | +$364K | 5.49% | 5 |
|
|
2022
Q2 | $3.21M | Buy |
103,029
+51,318
| +99% | +$1.6M | 5.81% | 6 |
|
|
2022
Q1 | $2.13M | Buy |
51,711
+11,017
| +27% | +$454K | 2.32% | 12 |
|
|
2021
Q4 | $1.81M | Buy |
+40,694
| New | +$1.81M | 1.87% | 13 |
|