VWA
Valued 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 | $63.2K | Buy |
1,336
+768
| +135% | +$36.4K | 0.03% | 70 |
|
|
2025
Q1 | $23.7K | Sell |
568
-306
| -35% | -$12.8K | 0.01% | 138 |
|
|
2024
Q4 | $38.4K | Buy |
874
+64
| +8% | +$2.81K | 0.02% | 104 |
|
|
2024
Q3 | $32.2K | Sell |
810
-374
| -32% | -$14.8K | 0.02% | 105 |
|
|
2024
Q2 | $47.1K | Buy |
1,184
+594
| +101% | +$23.6K | 0.03% | 75 |
|
|
2024
Q1 | $22.4K | Buy |
590
+334
| +130% | +$12.7K | 0.02% | 114 |
|
|
2023
Q4 | $7.01K | Buy |
+256
| New | +$7.01K | 0.01% | 160 |
|