WAM
Werlinich Asset Management’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,590
| Closed | -$233K | – | 61 |
|
|
2025
Q1 | $233K | Hold |
5,590
| – | – | 0.15% | 59 |
|
|
2024
Q4 | $245K | Hold |
5,590
| – | – | 0.14% | 59 |
|
|
2024
Q3 | $222K | Hold |
5,590
| – | – | 0.13% | 59 |
|
|
2024
Q2 | $219K | Buy |
5,590
+25
| +0.4% | +$981 | 0.14% | 58 |
|
|
2024
Q1 | $210K | Buy |
+5,565
| New | +$210K | 0.14% | 59 |
|