WIM
Warwick Investment Management’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $502K | Buy |
10,602
+2,916
| +38% | +$138K | 0.1% | 68 |
|
|
2025
Q1 | $321K | Sell |
7,686
-879
| -10% | -$36.7K | 0.07% | 83 |
|
|
2024
Q4 | $376K | Sell |
8,565
-123
| -1% | -$5.41K | 0.08% | 65 |
|
|
2024
Q3 | $345K | Buy |
8,688
+65
| +0.8% | +$2.58K | 0.08% | 63 |
|
|
2024
Q2 | $343K | Buy |
8,623
+404
| +5% | +$16.1K | 0.08% | 71 |
|
|
2024
Q1 | $312K | Buy |
+8,219
| New | +$312K | 0.07% | 74 |
|