WAM
Walker Asset Management’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $460K | Sell |
9,720
-104
| -1% | -$4.92K | 0.27% | 65 |
|
|
2025
Q1 | $410K | Sell |
9,824
-20
| -0.2% | -$835 | 0.25% | 69 |
|
|
2024
Q4 | $433K | Buy |
9,844
+160
| +2% | +$7.03K | 0.27% | 65 |
|
|
2024
Q3 | $384K | Sell |
9,684
-246
| -2% | -$9.76K | 0.24% | 76 |
|
|
2024
Q2 | $395K | Buy |
9,930
+63
| +0.6% | +$2.51K | 0.27% | 68 |
|
|
2024
Q1 | $374K | Buy |
9,867
+36
| +0.4% | +$1.37K | 0.25% | 78 |
|
|
2023
Q4 | $331K | Buy |
+9,831
| New | +$331K | 0.24% | 74 |
|
|
2022
Q2 | – | Sell |
-5,129
| Closed | -$211K | – | 91 |
|
|
2022
Q1 | $211K | Buy |
5,129
+3
| +0.1% | +$123 | 0.17% | 88 |
|
|
2021
Q4 | $228K | Buy |
+5,126
| New | +$228K | 0.2% | 74 |
|