WA
Wealthstream Advisors’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $388K | Buy |
+8,194
| New | +$388K | 0.06% | 101 |
|
|
2025
Q1 | – | Sell |
-4,647
| Closed | -$204K | – | 166 |
|
|
2024
Q4 | $204K | Buy |
+4,647
| New | +$204K | 0.04% | 148 |
|
|
2024
Q1 | – | Sell |
-12,701
| Closed | -$428K | – | 154 |
|
|
2023
Q4 | $428K | Buy |
+12,701
| New | +$428K | 0.18% | 82 |
|
|
2022
Q2 | – | Sell |
-5,258
| Closed | -$217K | – | 71 |
|
|
2022
Q1 | $217K | Buy |
5,258
+98
| +2% | +$4.05K | 0.19% | 65 |
|
|
2021
Q4 | $230K | Buy |
+5,160
| New | +$230K | 0.2% | 60 |
|