WPA
West Paces Advisors’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $953K | Hold |
20,129
| – | – | 0.2% | 62 |
|
|
2025
Q1 | $840K | Hold |
20,129
| – | – | 0.19% | 63 |
|
|
2024
Q4 | $885K | Sell |
20,129
-1,066
| -5% | -$46.9K | 0.22% | 56 |
|
|
2024
Q3 | $841K | Hold |
21,195
| – | – | 0.21% | 57 |
|
|
2024
Q2 | $843K | Sell |
21,195
-667
| -3% | -$26.5K | 0.22% | 53 |
|
|
2024
Q1 | $829K | Sell |
21,862
-273
| -1% | -$10.4K | 0.22% | 57 |
|
|
2023
Q4 | $745K | Buy |
22,135
+218
| +1% | +$7.34K | 0.21% | 58 |
|
|
2023
Q3 | $600K | Sell |
21,917
-805
| -4% | -$22K | 0.19% | 61 |
|
|
2023
Q2 | $652K | Sell |
22,722
-1,068
| -4% | -$30.6K | 0.19% | 67 |
|
|
2023
Q1 | $680K | Buy |
23,790
+66
| +0.3% | +$1.89K | 0.21% | 64 |
|
|
2022
Q4 | $786K | Buy |
23,724
+755
| +3% | +$25K | 0.25% | 55 |
|
|
2022
Q3 | $694K | Sell |
22,969
-500
| -2% | -$15.1K | 0.25% | 60 |
|
|
2022
Q2 | $731K | Buy |
23,469
+626
| +3% | +$19.5K | 0.25% | 61 |
|
|
2022
Q1 | $942K | Buy |
22,843
+3,088
| +16% | +$127K | 0.29% | 53 |
|
|
2021
Q4 | $879K | Buy |
19,755
+2,437
| +14% | +$108K | 0.27% | 57 |
|
|
2021
Q3 | $735K | Buy |
17,318
+1,827
| +12% | +$77.6K | 0.26% | 60 |
|
|
2021
Q2 | $639K | Buy |
15,491
+311
| +2% | +$12.8K | 0.23% | 70 |
|
|
2021
Q1 | $587K | Sell |
15,180
-216
| -1% | -$8.36K | 0.24% | 70 |
|
|
2020
Q4 | $467K | Sell |
15,396
-500
| -3% | -$15.2K | 0.21% | 75 |
|
|
2020
Q3 | $383K | Hold |
15,896
| – | – | 0.2% | 80 |
|
|
2020
Q2 | $378K | Buy |
15,896
+210
| +1% | +$4.99K | 0.2% | 78 |
|
|
2020
Q1 | $333K | Sell |
15,686
-7,451
| -32% | -$158K | 0.21% | 78 |
|
|
2019
Q4 | $815K | Buy |
23,137
+691
| +3% | +$24.3K | 0.44% | 49 |
|
|
2019
Q3 | $655K | Sell |
22,446
-800
| -3% | -$23.3K | 0.39% | 54 |
|
|
2019
Q2 | $674K | Hold |
23,246
| – | – | 0.42% | 51 |
|
|
2019
Q1 | $641K | Hold |
23,246
| – | – | 0.45% | 51 |
|
|
2018
Q4 | $573K | Hold |
23,246
| – | – | 0.44% | 56 |
|
|
2018
Q3 | $685K | Sell |
23,246
-2,000
| -8% | -$58.9K | 0.49% | 49 |
|
|
2018
Q2 | $712K | Buy |
25,246
+194
| +0.8% | +$5.47K | 0.53% | 45 |
|
|
2018
Q1 | $751K | Hold |
25,052
| – | – | 0.56% | 41 |
|
|
2017
Q4 | $740K | Hold |
25,052
| – | – | 0.55% | 46 |
|
|
2017
Q3 | $635K | Hold |
25,052
| – | – | 0.48% | 49 |
|
|
2017
Q2 | $608K | Buy |
25,052
+9,300
| +59% | +$226K | 0.48% | 50 |
|
|
2017
Q1 | $372K | Hold |
15,752
| – | – | 0.3% | 74 |
|
|
2016
Q4 | $348K | Buy |
+15,752
| New | +$348K | 0.32% | 75 |
|