WFA
Websterrogers Financial Advisors’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $368K | Hold |
7,778
| – | – | 0.12% | 54 |
|
|
2025
Q1 | $325K | Hold |
7,778
| – | – | 0.11% | 62 |
|
|
2024
Q4 | $342K | Hold |
7,778
| – | – | 0.12% | 57 |
|
|
2024
Q3 | $309K | Sell |
7,778
-589
| -7% | -$23.4K | 0.11% | 58 |
|
|
2024
Q2 | $333K | Sell |
8,367
-1,546
| -16% | -$61.5K | 0.12% | 53 |
|
|
2024
Q1 | $376K | Buy |
9,913
+200
| +2% | +$7.59K | 0.13% | 53 |
|
|
2023
Q4 | $327K | Sell |
9,713
-7,295
| -43% | -$246K | 0.14% | 56 |
|
|
2023
Q3 | $466K | Buy |
17,008
+105
| +0.6% | +$2.88K | 0.2% | 49 |
|
|
2023
Q2 | $485K | Buy |
16,903
+211
| +1% | +$6.05K | 0.21% | 47 |
|
|
2023
Q1 | $477K | Buy |
16,692
+35
| +0.2% | +$1K | 0.22% | 45 |
|
|
2022
Q4 | $552K | Hold |
16,657
| – | – | 0.27% | 42 |
|
|
2022
Q3 | $503K | Sell |
16,657
-139
| -0.8% | -$4.2K | 0.26% | 34 |
|
|
2022
Q2 | $523K | Sell |
16,796
-593
| -3% | -$18.5K | 0.26% | 38 |
|
|
2022
Q1 | $711K | Buy |
17,389
+1,464
| +9% | +$59.9K | 0.36% | 37 |
|
|
2021
Q4 | $709K | Buy |
15,925
+1,137
| +8% | +$50.6K | 0.16% | 42 |
|
|
2021
Q3 | $628K | Sell |
14,788
-1,656
| -10% | -$70.3K | 0.15% | 40 |
|
|
2021
Q2 | $607K | Buy |
16,444
+1
| +0% | +$37 | 0.14% | 40 |
|
|
2021
Q1 | $636K | Buy |
16,443
+2
| +0% | +$77 | 0.17% | 34 |
|
|
2020
Q4 | $539K | Buy |
+16,441
| New | +$539K | 0.16% | 34 |
|