WMA
Wealth Management Associates’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.64M | Sell |
34,570
-130
| -0.4% | -$6.15K | 0.64% | 37 |
|
|
2025
Q1 | $1.45M | Sell |
34,700
-11
| -0% | -$459 | 0.62% | 39 |
|
|
2024
Q4 | $1.53M | Sell |
34,711
-986
| -3% | -$43.3K | 0.65% | 36 |
|
|
2024
Q3 | $1.42M | Buy |
35,697
+1,853
| +5% | +$73.5K | 0.62% | 36 |
|
|
2024
Q2 | $1.35M | Hold |
33,844
| – | – | 0.63% | 37 |
|
|
2024
Q1 | $1.35M | Sell |
33,844
-1,922
| -5% | -$76.4K | 0.63% | 37 |
|
|
2023
Q4 | $1.2M | Sell |
35,766
-194
| -0.5% | -$6.53K | 0.64% | 39 |
|
|
2023
Q3 | $985K | Buy |
35,960
+471
| +1% | +$12.9K | 0.58% | 40 |
|
|
2023
Q2 | $1.02M | Sell |
35,489
-945
| -3% | -$27.1K | 0.58% | 40 |
|
|
2023
Q1 | $1.04M | Buy |
36,434
+60
| +0.2% | +$1.72K | 0.64% | 35 |
|
|
2022
Q4 | $1.2M | Sell |
36,374
-1,331
| -4% | -$44.1K | 0.8% | 29 |
|
|
2022
Q3 | $1.14M | Buy |
37,705
+267
| +0.7% | +$8.06K | 0.8% | 29 |
|
|
2022
Q2 | $1.17M | Sell |
37,438
-1,655
| -4% | -$51.5K | 0.8% | 28 |
|
|
2022
Q1 | $1.61M | Buy |
39,093
+2,043
| +6% | +$84.2K | 0.91% | 23 |
|
|
2021
Q4 | $1.65M | Sell |
37,050
-1,667
| -4% | -$74.2K | 0.89% | 23 |
|
|
2021
Q3 | $1.64M | Buy |
38,717
+48
| +0.1% | +$2.04K | 0.96% | 20 |
|
|
2021
Q2 | $1.59M | Buy |
38,669
+6,861
| +22% | +$283K | 0.9% | 21 |
|
|
2021
Q1 | $1.23M | Sell |
31,808
-515
| -2% | -$19.9K | 0.78% | 26 |
|
|
2020
Q4 | $980K | Buy |
32,323
+56
| +0.2% | +$1.7K | 0.64% | 32 |
|
|
2020
Q3 | $777K | Buy |
32,267
+2,971
| +10% | +$71.6K | 0.6% | 40 |
|
|
2020
Q2 | $696K | Buy |
29,296
+205
| +0.7% | +$4.87K | 0.59% | 47 |
|
|
2020
Q1 | $618K | Buy |
29,091
+167
| +0.6% | +$3.55K | 0.62% | 41 |
|
|
2019
Q4 | $1.02M | Buy |
28,924
+1,180
| +4% | +$41.6K | 0.73% | 32 |
|
|
2019
Q3 | $809K | Buy |
27,744
+10,407
| +60% | +$304K | 0.65% | 35 |
|
|
2019
Q2 | $503K | Buy |
17,337
+450
| +3% | +$13.1K | 0.5% | 45 |
|
|
2019
Q1 | $466K | Buy |
16,887
+1,876
| +12% | +$51.8K | 0.51% | 48 |
|
|
2018
Q4 | $370K | Buy |
+15,011
| New | +$370K | 0.5% | 52 |
|