WFAG
Wescott Financial Advisory Group’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $725K | Sell |
15,312
-384
| -2% | -$18.2K | 0.07% | 103 |
|
|
2025
Q1 | $655K | Buy |
15,696
+283
| +2% | +$11.8K | 0.07% | 99 |
|
|
2024
Q4 | $677K | Buy |
15,413
+413
| +3% | +$18.2K | 0.07% | 100 |
|
|
2024
Q3 | $595K | Buy |
15,000
+149
| +1% | +$5.91K | 0.06% | 103 |
|
|
2024
Q2 | $591K | Buy |
14,851
+311
| +2% | +$12.4K | 0.07% | 105 |
|
|
2024
Q1 | $551K | Sell |
14,540
-63
| -0.4% | -$2.39K | 0.07% | 104 |
|
|
2023
Q4 | $492K | Buy |
14,603
+63
| +0.4% | +$2.12K | 0.07% | 106 |
|
|
2023
Q3 | $398K | Sell |
14,540
-1,200
| -8% | -$32.9K | 0.07% | 108 |
|
|
2023
Q2 | $452K | Buy |
15,740
+220
| +1% | +$6.31K | 0.08% | 105 |
|
|
2023
Q1 | $444K | Buy |
15,520
+807
| +5% | +$23.1K | 0.1% | 100 |
|
|
2022
Q4 | $487K | Sell |
14,713
-276
| -2% | -$9.14K | 0.11% | 96 |
|
|
2022
Q3 | $453K | Sell |
14,989
-72
| -0.5% | -$2.18K | 0.13% | 90 |
|
|
2022
Q2 | $469K | Sell |
15,061
-146
| -1% | -$4.55K | 0.13% | 84 |
|
|
2022
Q1 | $627K | Buy |
15,207
+248
| +2% | +$10.2K | 0.16% | 72 |
|
|
2021
Q4 | $666K | Sell |
14,959
-613
| -4% | -$27.3K | 0.34% | 35 |
|
|
2021
Q3 | $661K | Buy |
15,572
+355
| +2% | +$15.1K | 0.37% | 31 |
|
|
2021
Q2 | $580K | Sell |
15,217
-61
| -0.4% | -$2.33K | 0.34% | 35 |
|
|
2021
Q1 | $591K | Buy |
15,278
+112
| +0.7% | +$4.33K | 0.38% | 30 |
|
|
2020
Q4 | $460K | Buy |
+15,166
| New | +$460K | 0.32% | 34 |
|