WDG
Wealth Dimensions Group’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $672K | Buy |
14,199
+109
| +0.8% | +$5.16K | 0.15% | 84 |
|
|
2025
Q1 | $588K | Sell |
14,090
-162
| -1% | -$6.76K | 0.14% | 86 |
|
|
2024
Q4 | $626K | Buy |
14,252
+7,989
| +128% | +$351K | 0.15% | 77 |
|
|
2024
Q3 | $249K | Sell |
6,263
-279
| -4% | -$11.1K | 0.06% | 129 |
|
|
2024
Q2 | $260K | Sell |
6,542
-737
| -10% | -$29.3K | 0.07% | 123 |
|
|
2024
Q1 | $276K | Sell |
7,279
-192
| -3% | -$7.28K | 0.08% | 115 |
|
|
2023
Q4 | $252K | Sell |
7,471
-414
| -5% | -$13.9K | 0.08% | 120 |
|
|
2023
Q3 | $216K | Buy |
+7,885
| New | +$216K | 0.08% | 124 |
|