WAAG
Wealth Alliance Advisory Group’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.38M | Sell |
71,456
-3,529
| -5% | -$167K | 0.64% | 33 |
|
|
2025
Q1 | $3.13M | Sell |
74,985
-6,998
| -9% | -$292K | 0.65% | 32 |
|
|
2024
Q4 | $3.6M | Sell |
81,983
-16
| -0% | -$703 | 0.76% | 27 |
|
|
2024
Q3 | $3.25M | Sell |
81,999
-768
| -0.9% | -$30.5K | 0.68% | 29 |
|
|
2024
Q2 | $3.29M | Sell |
82,767
-2,700
| -3% | -$107K | 0.74% | 27 |
|
|
2024
Q1 | $3.24M | Buy |
85,467
+1,604
| +2% | +$60.8K | 0.75% | 25 |
|
|
2023
Q4 | $2.82M | Sell |
83,863
-681
| -0.8% | -$22.9K | 0.74% | 26 |
|
|
2023
Q3 | $2.31M | Buy |
84,544
+370
| +0.4% | +$10.1K | 0.69% | 30 |
|
|
2023
Q2 | $2.41M | Sell |
84,174
-4,200
| -5% | -$120K | 0.85% | 23 |
|
|
2023
Q1 | $2.53M | Sell |
88,374
-4,060
| -4% | -$116K | 0.95% | 21 |
|
|
2022
Q4 | $3.06M | Sell |
92,434
-784
| -0.8% | -$26K | 1.17% | 18 |
|
|
2022
Q3 | $2.82M | Sell |
93,218
-1,662
| -2% | -$50.2K | 1.24% | 17 |
|
|
2022
Q2 | $2.95M | Buy |
94,880
+1,459
| +2% | +$45.4K | 1.4% | 13 |
|
|
2022
Q1 | $3.85M | Sell |
93,421
-16,746
| -15% | -$690K | 1.67% | 12 |
|
|
2021
Q4 | $4.9M | Buy |
110,167
+18,249
| +20% | +$812K | 2.13% | 11 |
|
|
2021
Q3 | $3.9M | Buy |
91,918
+781
| +0.9% | +$33.2K | 1.9% | 10 |
|
|
2021
Q2 | $3.76M | Sell |
91,137
-19,686
| -18% | -$812K | 1.83% | 11 |
|
|
2021
Q1 | $4.29M | Sell |
110,823
-5,196
| -4% | -$201K | 2.2% | 10 |
|
|
2020
Q4 | $3.52M | Buy |
116,019
+2,169
| +2% | +$65.8K | 1.9% | 10 |
|
|
2020
Q3 | $2.74M | Sell |
113,850
-17,201
| -13% | -$414K | 1.62% | 13 |
|
|
2020
Q2 | $3.11M | Sell |
131,051
-1,229
| -0.9% | -$29.2K | 1.91% | 13 |
|
|
2020
Q1 | $2.81M | Buy |
132,280
+171
| +0.1% | +$3.63K | 2.18% | 11 |
|
|
2019
Q4 | $4.65M | Sell |
132,109
-741
| -0.6% | -$26.1K | 2.66% | 9 |
|
|
2019
Q3 | $3.84M | Sell |
132,850
-1,145
| -0.9% | -$33.1K | 2.39% | 11 |
|
|
2019
Q2 | $3.92M | Sell |
133,995
-15,148
| -10% | -$443K | 2.41% | 10 |
|
|
2019
Q1 | $4.46M | Sell |
149,143
-6,942
| -4% | -$208K | 2.88% | 9 |
|
|
2018
Q4 | $3.85M | Buy |
156,085
+29,968
| +24% | +$738K | 2.88% | 9 |
|
|
2018
Q3 | $3.72M | Sell |
126,117
-200
| -0.2% | -$5.89K | 1.9% | 14 |
|
|
2018
Q2 | $3.56M | Sell |
126,317
-4,455
| -3% | -$126K | 1.95% | 15 |
|
|
2018
Q1 | $3.92M | Buy |
130,772
+82,492
| +171% | +$2.47M | 2.28% | 13 |
|
|
2017
Q4 | $1.43M | Buy |
+48,280
| New | +$1.43M | 1.28% | 21 |
|