WAS
Wealth Advisory Solutions’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $243K | Buy |
5,126
+214
| +4% | +$10.1K | 0.06% | 127 |
|
|
2025
Q1 | $205K | Buy |
4,912
+7
| +0.1% | +$292 | 0.05% | 134 |
|
|
2024
Q4 | $216K | Buy |
+4,905
| New | +$216K | 0.06% | 118 |
|
|
2024
Q3 | – | Sell |
-5,379
| Closed | -$214K | – | 123 |
|
|
2024
Q2 | $214K | Sell |
5,379
-3,276
| -38% | -$130K | 0.06% | 116 |
|
|
2024
Q1 | $328K | Sell |
8,655
-4,684
| -35% | -$178K | 0.09% | 104 |
|
|
2023
Q4 | $449K | Sell |
13,339
-2,724
| -17% | -$91.7K | 0.16% | 57 |
|
|
2023
Q3 | $440K | Buy |
16,063
+4,175
| +35% | +$114K | 0.09% | 97 |
|
|
2023
Q2 | $341K | Buy |
11,888
+449
| +4% | +$12.9K | 0.09% | 88 |
|
|
2023
Q1 | $327K | Sell |
11,439
-281
| -2% | -$8.04K | 0.09% | 104 |
|
|
2022
Q4 | $388K | Sell |
11,720
-1,288
| -10% | -$42.7K | 0.1% | 101 |
|
|
2022
Q3 | $393K | Sell |
13,008
-121,164
| -90% | -$3.66M | 0.11% | 103 |
|
|
2022
Q2 | $4.18M | Buy |
134,172
+531
| +0.4% | +$16.5K | 1.03% | 30 |
|
|
2022
Q1 | $5.51M | Buy |
+133,641
| New | +$5.51M | 1.15% | 28 |
|
|
2021
Q3 | $5.71M | Buy |
134,390
+7,140
| +6% | +$303K | 1.27% | 20 |
|
|
2021
Q2 | $5.25M | Sell |
127,250
-120,918
| -49% | -$4.99M | 1.25% | 23 |
|
|
2021
Q1 | $8.71M | Buy |
248,168
+225,385
| +989% | +$7.91M | 6.5% | 2 |
|
|
2020
Q4 | $690K | Buy |
22,783
+1,908
| +9% | +$57.8K | 0.19% | 79 |
|
|
2020
Q3 | $502K | Buy |
20,875
+718
| +4% | +$17.3K | 0.13% | 108 |
|
|
2020
Q2 | $478K | Buy |
+20,157
| New | +$478K | 0.13% | 111 |
|