WWA
WCG 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 | $3.74M | Sell |
79,105
-16,384
| -17% | -$775K | 0.24% | 106 |
|
|
2025
Q1 | $3.98M | Sell |
95,489
-12,999
| -12% | -$542K | 0.3% | 91 |
|
|
2024
Q4 | $4.77M | Buy |
108,488
+4,544
| +4% | +$200K | 0.32% | 91 |
|
|
2024
Q3 | $4.12M | Buy |
103,944
+36,968
| +55% | +$1.47M | 0.28% | 98 |
|
|
2024
Q2 | $2.66M | Buy |
66,976
+4,181
| +7% | +$166K | 0.2% | 110 |
|
|
2024
Q1 | $2.38M | Sell |
62,795
-17,226
| -22% | -$653K | 0.2% | 110 |
|
|
2023
Q4 | $2.69M | Sell |
80,021
-7,419
| -8% | -$250K | 0.2% | 104 |
|
|
2023
Q3 | $2.41M | Buy |
+87,440
| New | +$2.41M | 0.18% | 122 |
|
|
2023
Q2 | – | Sell |
-46,337
| Closed | -$1.33M | – | 161 |
|
|
2023
Q1 | $1.33M | Buy |
+46,337
| New | +$1.33M | 0.17% | 93 |
|
|
2022
Q4 | – | Sell |
-7,082
| Closed | -$286K | – | 164 |
|
|
2022
Q3 | $286K | Sell |
7,082
-2,518
| -26% | -$102K | 0.04% | 231 |
|
|
2022
Q2 | $299K | Buy |
+9,600
| New | +$299K | 0.04% | 215 |
|