VA
Valmark Advisers’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $902K | Sell |
19,070
-430
| -2% | -$20.3K | 0.01% | 349 |
|
|
2025
Q1 | $814K | Sell |
19,500
-333
| -2% | -$13.9K | 0.01% | 343 |
|
|
2024
Q4 | $872K | Sell |
19,833
-3,599
| -15% | -$158K | 0.01% | 328 |
|
|
2024
Q3 | $930K | Sell |
23,432
-1,797
| -7% | -$71.3K | 0.01% | 313 |
|
|
2024
Q2 | $1M | Buy |
25,229
+2,674
| +12% | +$106K | 0.02% | 284 |
|
|
2024
Q1 | $855K | Buy |
22,555
+619
| +3% | +$23.5K | 0.01% | 296 |
|
|
2023
Q4 | $739K | Buy |
21,936
+64
| +0.3% | +$2.16K | 0.01% | 299 |
|
|
2023
Q3 | $599K | Sell |
21,872
-836
| -4% | -$22.9K | 0.01% | 299 |
|
|
2023
Q2 | $651K | Buy |
22,708
+1,716
| +8% | +$49.2K | 0.01% | 286 |
|
|
2023
Q1 | $600K | Sell |
20,992
-88
| -0.4% | -$2.52K | 0.01% | 293 |
|
|
2022
Q4 | $698K | Sell |
21,080
-238
| -1% | -$7.88K | 0.02% | 263 |
|
|
2022
Q3 | $644K | Buy |
21,318
+566
| +3% | +$17.1K | 0.01% | 248 |
|
|
2022
Q2 | $646K | Buy |
20,752
+9,614
| +86% | +$299K | 0.01% | 256 |
|
|
2022
Q1 | $459K | Buy |
11,138
+1,335
| +14% | +$55K | 0.01% | 310 |
|
|
2021
Q4 | $436K | Buy |
9,803
+1,315
| +15% | +$58.5K | 0.01% | 297 |
|
|
2021
Q3 | $360K | Buy |
8,488
+851
| +11% | +$36.1K | 0.01% | 300 |
|
|
2021
Q2 | $315K | Buy |
7,637
+37
| +0.5% | +$1.53K | 0.01% | 322 |
|
|
2021
Q1 | $294K | Buy |
+7,600
| New | +$294K | 0.01% | 327 |
|
|
2019
Q4 | – | Sell |
-7,874
| Closed | -$230K | – | 236 |
|
|
2019
Q3 | $230K | Sell |
7,874
-153
| -2% | -$4.47K | 0.01% | 224 |
|
|
2019
Q2 | $233K | Buy |
8,027
+2
| +0% | +$58 | 0.01% | 205 |
|
|
2019
Q1 | $221K | Buy |
+8,025
| New | +$221K | ﹤0.01% | 207 |
|
|
2018
Q4 | – | Sell |
-8,002
| Closed | -$236K | – | 202 |
|
|
2018
Q3 | $236K | Hold |
8,002
| – | – | 0.01% | 179 |
|
|
2018
Q2 | $226K | Buy |
8,002
+450
| +6% | +$12.7K | 0.01% | 176 |
|
|
2018
Q1 | $226K | Buy |
7,552
+100
| +1% | +$2.99K | 0.01% | 177 |
|
|
2017
Q4 | $220K | Buy |
+7,452
| New | +$220K | ﹤0.01% | 176 |
|