WCG
Weaver Consulting Group’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $353K | Buy |
7,463
+23
| +0.3% | +$1.09K | 0.1% | 160 |
|
|
2025
Q1 | $310K | Buy |
7,440
+400
| +6% | +$16.7K | 0.09% | 164 |
|
|
2024
Q4 | $309K | Sell |
7,040
-50
| -0.7% | -$2.2K | 0.1% | 157 |
|
|
2024
Q3 | $281K | Sell |
7,090
-133
| -2% | -$5.28K | 0.09% | 169 |
|
|
2024
Q2 | $287K | Hold |
7,223
| – | – | 0.1% | 154 |
|
|
2024
Q1 | $274K | Hold |
7,223
| – | – | 0.1% | 161 |
|
|
2023
Q4 | $243K | Buy |
+7,223
| New | +$243K | 0.1% | 165 |
|
|
2023
Q3 | – | Sell |
-7,554
| Closed | -$217K | – | 187 |
|
|
2023
Q2 | $217K | Sell |
7,554
-76
| -1% | -$2.18K | 0.1% | 165 |
|
|
2023
Q1 | $218K | Hold |
7,630
| – | – | 0.1% | 164 |
|
|
2022
Q4 | $253K | Hold |
7,630
| – | – | 0.13% | 146 |
|
|
2022
Q3 | $230K | Buy |
7,630
+76
| +1% | +$2.29K | 0.13% | 144 |
|
|
2022
Q2 | $235K | Hold |
7,554
| – | – | 0.13% | 141 |
|
|
2022
Q1 | $311K | Sell |
7,554
-216
| -3% | -$8.89K | 0.15% | 129 |
|
|
2021
Q4 | $346K | Buy |
7,770
+1,108
| +17% | +$49.3K | 0.17% | 114 |
|
|
2021
Q3 | $283K | Hold |
6,662
| – | – | 0.15% | 116 |
|
|
2021
Q2 | $275K | Buy |
6,662
+552
| +9% | +$22.8K | 0.15% | 116 |
|
|
2021
Q1 | $236K | Buy |
+6,110
| New | +$236K | 0.14% | 119 |
|
|
2020
Q4 | – | Sell |
-6,110
| Closed | -$147K | – | 200 |
|
|
2020
Q3 | $147K | Hold |
6,110
| – | – | 0.08% | 150 |
|
|
2020
Q2 | $145K | Buy |
6,110
+213
| +4% | +$5.06K | 0.08% | 153 |
|
|
2020
Q1 | $125K | Sell |
5,897
-751
| -11% | -$15.9K | 0.08% | 140 |
|
|
2019
Q4 | $194K | Buy |
6,648
+606
| +10% | +$17.7K | 0.1% | 114 |
|
|
2019
Q3 | $187K | Buy |
6,042
+2,408
| +66% | +$74.5K | 0.1% | 112 |
|
|
2019
Q2 | $105K | Sell |
3,634
-656
| -15% | -$19K | 0.06% | 147 |
|
|
2019
Q1 | $120K | Buy |
+4,290
| New | +$120K | 0.03% | 295 |
|