W Advisors LLC’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $318K | Sell |
6,723
-336
| -5% | -$15.9K | 0.18% | 97 |
|
|
2025
Q1 | $295K | Buy |
7,059
+155
| +2% | +$6.47K | 0.18% | 99 |
|
|
2024
Q4 | $303K | Buy |
6,904
+138
| +2% | +$6.07K | 0.19% | 94 |
|
|
2024
Q3 | $268K | Buy |
6,766
+279
| +4% | +$11.1K | 0.17% | 101 |
|
|
2024
Q2 | $258K | Buy |
6,487
+58
| +0.9% | +$2.31K | 0.17% | 100 |
|
|
2024
Q1 | $244K | Buy |
6,429
+49
| +0.8% | +$1.86K | 0.17% | 101 |
|
|
2023
Q4 | $215K | Buy |
+6,380
| New | +$215K | 0.16% | 104 |
|
|
2022
Q2 | – | Sell |
-5,923
| Closed | -$244K | – | 105 |
|
|
2022
Q1 | $244K | Buy |
5,923
+1,407
| +31% | +$58K | 0.18% | 92 |
|
|
2021
Q4 | $202K | Buy |
+4,516
| New | +$202K | 0.15% | 102 |
|