VWA
V Wealth Advisors’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $333K | Sell |
12,146
-40,052
| -77% | -$1.1M | 0.27% | 75 |
|
|
2023
Q2 | $1.5M | Sell |
52,198
-1,707
| -3% | -$49K | 0.25% | 81 |
|
|
2023
Q1 | $1.54M | Buy |
53,905
+6,313
| +13% | +$181K | 0.29% | 79 |
|
|
2022
Q4 | $1.58M | Buy |
47,592
+4,182
| +10% | +$139K | 0.33% | 68 |
|
|
2022
Q3 | $1.31M | Sell |
43,410
-21,265
| -33% | -$642K | 0.26% | 85 |
|
|
2022
Q2 | $2.01M | Sell |
64,675
-722
| -1% | -$22.5K | 0.38% | 55 |
|
|
2022
Q1 | $2.7M | Buy |
65,397
+3,338
| +5% | +$138K | 0.43% | 39 |
|
|
2021
Q4 | $2.76M | Buy |
62,059
+525
| +0.9% | +$23.4K | 0.4% | 46 |
|
|
2021
Q3 | $2.61M | Sell |
61,534
-538
| -0.9% | -$22.8K | 0.4% | 48 |
|
|
2021
Q2 | $2.56M | Buy |
62,072
+9,196
| +17% | +$379K | 0.41% | 52 |
|
|
2021
Q1 | $2.05M | Sell |
52,876
-8,910
| -14% | -$345K | 0.38% | 64 |
|
|
2020
Q4 | $1.87M | Buy |
61,786
+48,163
| +354% | +$1.46M | 0.39% | 56 |
|
|
2020
Q3 | $328K | Sell |
13,623
-42,085
| -76% | -$1.01M | 0.23% | 117 |
|
|
2020
Q2 | $1.32M | Sell |
55,708
-3,581
| -6% | -$85K | 0.34% | 71 |
|
|
2020
Q1 | $1.26M | Sell |
59,289
-9,949
| -14% | -$211K | 0.39% | 62 |
|
|
2019
Q4 | $2.02M | Hold |
69,238
| – | – | 0.72% | 30 |
|
|
2019
Q3 | $2.02M | Sell |
69,238
-9,806
| -12% | -$286K | 0.72% | 30 |
|
|
2019
Q2 | $2.3M | Buy |
79,044
+1,164
| +1% | +$33.9K | 0.87% | 18 |
|
|
2019
Q1 | $2.34M | Buy |
77,880
+2,624
| +3% | +$78.8K | 0.94% | 17 |
|
|
2018
Q4 | $1.93M | Buy |
75,256
+4,724
| +7% | +$121K | 0.98% | 25 |
|
|
2018
Q3 | $2.08M | Buy |
+70,532
| New | +$2.08M | 0.96% | 24 |
|
|
2018
Q2 | – | Sell |
-81,314
| Closed | -$2.38M | – | 211 |
|
|
2018
Q1 | $2.38M | Sell |
81,314
-7,973
| -9% | -$234K | 1.27% | 13 |
|
|
2017
Q4 | $2.77M | Sell |
89,287
-8,367
| -9% | -$259K | 1.39% | 14 |
|
|
2017
Q3 | $2.48M | Sell |
97,654
-996
| -1% | -$25.3K | 1.26% | 21 |
|
|
2017
Q2 | $2.39M | Buy |
98,650
+13,451
| +16% | +$326K | 1.12% | 19 |
|
|
2017
Q1 | $2.01M | Buy |
85,199
+25,693
| +43% | +$606K | 1.23% | 21 |
|
|
2016
Q4 | $1.32M | Sell |
59,506
-14,033
| -19% | -$310K | 0.96% | 37 |
|
|
2016
Q3 | $1.15M | Sell |
73,539
-2,796
| -4% | -$43.7K | 0.93% | 39 |
|
|
2016
Q2 | $1.01M | Sell |
76,335
-2,007
| -3% | -$26.6K | 0.83% | 42 |
|
|
2016
Q1 | $1.05M | Buy |
+78,342
| New | +$1.05M | 0.84% | 44 |
|