WCM
Weaver Capital Management’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.86M | Sell |
39,403
-1,235
| -3% | -$58.4K | 0.46% | 52 |
|
|
2025
Q1 | $1.7M | Buy |
40,638
+2,738
| +7% | +$114K | 0.45% | 61 |
|
|
2024
Q4 | $1.67M | Sell |
37,900
-2,035
| -5% | -$89.4K | 0.47% | 58 |
|
|
2024
Q3 | $1.58M | Sell |
39,935
-7,254
| -15% | -$288K | 0.47% | 62 |
|
|
2024
Q2 | $1.88M | Buy |
47,189
+6,961
| +17% | +$277K | 0.6% | 50 |
|
|
2024
Q1 | $1.53M | Buy |
40,228
+554
| +1% | +$21K | 0.52% | 59 |
|
|
2023
Q4 | $1.34M | Buy |
+39,674
| New | +$1.34M | 0.53% | 56 |
|