WE
Wealth Effects’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.18M | Buy |
24,837
+2,300
| +10% | +$109K | 0.44% | 45 |
|
|
2025
Q1 | $940K | Buy |
22,537
+796
| +4% | +$33.2K | 0.4% | 57 |
|
|
2024
Q4 | $956K | Sell |
21,741
-2,906
| -12% | -$128K | 0.34% | 60 |
|
|
2024
Q3 | $978K | Buy |
24,647
+1
| +0% | +$40 | 0.34% | 61 |
|
|
2024
Q2 | $980K | Sell |
24,646
-1,105
| -4% | -$43.9K | 0.36% | 59 |
|
|
2024
Q1 | $976K | Sell |
25,751
-3,291
| -11% | -$125K | 0.36% | 59 |
|
|
2023
Q4 | $978K | Sell |
29,042
-1,024
| -3% | -$34.5K | 0.37% | 63 |
|
|
2023
Q3 | $823K | Sell |
30,066
-520
| -2% | -$14.2K | 0.41% | 56 |
|
|
2023
Q2 | $878K | Sell |
30,586
-709
| -2% | -$20.3K | 0.39% | 54 |
|
|
2023
Q1 | $895K | Sell |
31,295
-596
| -2% | -$17K | 0.46% | 52 |
|
|
2022
Q4 | $1.06M | Sell |
31,891
-18,145
| -36% | -$601K | 0.6% | 36 |
|
|
2022
Q3 | $1.51M | Sell |
50,036
-17
| -0% | -$513 | 0.92% | 23 |
|
|
2022
Q2 | $1.56M | Sell |
50,053
-1,163
| -2% | -$36.2K | 0.94% | 24 |
|
|
2022
Q1 | $2.11M | Buy |
51,216
+48
| +0.1% | +$1.98K | 0.99% | 19 |
|
|
2021
Q4 | $2.28M | Buy |
+51,168
| New | +$2.28M | 0.94% | 19 |
|