WCFA
Walkner Condon Financial Advisors’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $394K | Buy |
8,320
+979
| +13% | +$46.3K | 0.07% | 190 |
|
|
2025
Q1 | $306K | Buy |
7,341
+536
| +8% | +$22.4K | 0.06% | 199 |
|
|
2024
Q4 | $299K | Sell |
6,805
-625
| -8% | -$27.5K | 0.06% | 217 |
|
|
2024
Q3 | $295K | Sell |
7,430
-290
| -4% | -$11.5K | 0.06% | 215 |
|
|
2024
Q2 | $307K | Buy |
7,720
+981
| +15% | +$39K | 0.07% | 198 |
|
|
2024
Q1 | $256K | Buy |
6,739
+225
| +3% | +$8.53K | 0.05% | 232 |
|
|
2023
Q4 | $219K | Buy |
+6,514
| New | +$219K | 0.05% | 244 |
|
|
2023
Q3 | – | Sell |
-7,489
| Closed | -$215K | – | 243 |
|
|
2023
Q2 | $215K | Buy |
+7,489
| New | +$215K | 0.06% | 225 |
|
|
2022
Q2 | – | Sell |
-5,753
| Closed | -$239K | – | 218 |
|
|
2022
Q1 | $239K | Buy |
+5,753
| New | +$239K | 0.07% | 190 |
|
|
2021
Q4 | – | Sell |
-4,893
| Closed | -$208K | – | 123 |
|
|
2021
Q3 | $208K | Buy |
+4,893
| New | +$208K | 0.1% | 137 |
|