WAOTB

Wealth Advisors of Tampa Bay’s Bank of America BAC Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$563K	Hold	11,900	–	–	0.21%	70
2025 Q1	$497K	Sell	11,900 -6,094	-34%	-$254K	0.2%	70
2024 Q4	$791K	Sell	17,994 -245	-1%	-$10.8K	0.34%	65
2024 Q3	$724K	Buy	+18,239	New	+$724K	0.3%	69
2024 Q1	–	Sell	-6,770	Closed	-$228K	–	82
2023 Q4	$228K	Sell	6,770 -9,770	-59%	-$329K	0.11%	75
2023 Q3	$453K	Buy	16,540 +7,070	+75%	+$194K	0.12%	70
2023 Q2	$272K	Hold	9,470	–	–	0.15%	67
2023 Q1	$271K	Hold	9,470	–	–	0.16%	65
2022 Q4	$314K	Hold	9,470	–	–	0.19%	60
2022 Q3	$286K	Sell	9,470 -9,470	-50%	-$286K	0.2%	64
2022 Q2	$590K	Hold	18,940	–	–	0.18%	65
2022 Q1	$779K	Sell	18,940 -2,000	-10%	-$82.3K	0.21%	66
2021 Q4	$932K	Buy	20,940 +15,240	+267%	+$678K	0.23%	69
2021 Q3	$242K	Sell	5,700 -4,500	-44%	-$191K	0.13%	79
2021 Q2	$421K	Sell	10,200 -300	-3%	-$12.4K	0.23%	72
2021 Q1	$406K	Sell	10,500 -125	-1%	-$4.83K	0.24%	74
2020 Q4	$322K	Hold	10,625	–	–	0.22%	69
2020 Q3	$256K	Hold	10,625	–	–	0.19%	71
2020 Q2	$252K	Sell	10,625 -1,820	-15%	-$43.2K	0.21%	66
2020 Q1	$264K	Hold	12,445	–	–	0.3%	61
2019 Q4	$438K	Hold	12,445	–	–	0.4%	53
2019 Q3	$363K	Sell	12,445 -1,512	-11%	-$44.1K	0.3%	64
2019 Q2	$405K	Hold	13,957	–	–	0.29%	62
2019 Q1	$385K	Buy	13,957 +500	+4%	+$13.8K	0.28%	57
2018 Q4	$332K	Hold	13,457	–	–	0.27%	57
2018 Q3	$397K	Hold	13,457	–	–	0.28%	54
2018 Q2	$382K	Hold	13,457	–	–	0.29%	55
2018 Q1	$404K	Buy	13,457 +816	+6%	+$24.5K	0.29%	55
2017 Q4	$381K	Buy	+12,641	New	+$381K	0.26%	60