WIM
Westside Investment Management’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.05M | Buy |
43,249
+1,058
| +3% | +$50.3K | 0.38% | 69 |
|
|
2025
Q1 | $1.76M | Buy |
42,191
+149
| +0.4% | +$6.21K | 0.37% | 70 |
|
|
2024
Q4 | $1.85M | Sell |
42,042
-500
| -1% | -$22K | 0.39% | 64 |
|
|
2024
Q3 | $1.69M | Buy |
42,542
+300
| +0.7% | +$11.9K | 0.36% | 72 |
|
|
2024
Q2 | $1.67M | Sell |
42,242
-589
| -1% | -$23.3K | 0.38% | 65 |
|
|
2024
Q1 | $1.62M | Buy |
42,831
+80
| +0.2% | +$3.03K | 0.39% | 68 |
|
|
2023
Q4 | $1.44M | Sell |
42,751
-2,050
| -5% | -$69K | 0.37% | 70 |
|
|
2023
Q3 | $1.23M | Sell |
44,801
-1,800
| -4% | -$49.3K | 0.35% | 74 |
|
|
2023
Q2 | $1.34M | Buy |
46,601
+700
| +2% | +$20.2K | 0.38% | 72 |
|
|
2023
Q1 | $1.33M | Buy |
45,901
+2,350
| +5% | +$68.3K | 0.39% | 70 |
|
|
2022
Q4 | $485K | Sell |
43,551
-600
| -1% | -$6.68K | 1.19% | 20 |
|
|
2022
Q3 | $570K | Buy |
44,151
+13,100
| +42% | +$169K | 1.36% | 13 |
|
|
2022
Q2 | $427K | Sell |
31,051
-162
| -0.5% | -$2.23K | 0.97% | 24 |
|
|
2022
Q1 | $477K | Hold |
31,213
| – | – | 1.05% | 23 |
|
|
2021
Q4 | $508K | Sell |
31,213
-490
| -2% | -$7.98K | 1.16% | 21 |
|
|
2021
Q3 | $497K | Sell |
31,703
-1,100
| -3% | -$17.3K | 1.15% | 21 |
|
|
2021
Q2 | $434K | Sell |
32,803
-2,200
| -6% | -$29.1K | 1.01% | 24 |
|
|
2021
Q1 | $407K | Sell |
35,003
-3,400
| -9% | -$39.6K | 1.07% | 21 |
|
|
2020
Q4 | $416K | Buy |
38,403
+462
| +1% | +$5.01K | 1.14% | 17 |
|
|
2020
Q3 | $331K | Buy |
37,941
+1,650
| +5% | +$14.4K | 0.15% | 17 |
|
|
2020
Q2 | $288K | Buy |
36,291
+4,900
| +16% | +$38.9K | 0.17% | 16 |
|
|
2020
Q1 | $240K | Buy |
+31,391
| New | +$240K | 0.16% | 15 |
|
|
2019
Q2 | $177K | Buy |
+28,191
| New | +$177K | 0.39% | 15 |
|
|
2018
Q4 | $723K | Sell |
28,891
-2,693
| -9% | -$67.4K | 0.26% | 67 |
|
|
2018
Q3 | $921K | Buy |
31,584
+1,400
| +5% | +$40.8K | 0.29% | 55 |
|
|
2018
Q2 | $862K | Buy |
30,184
+5,747
| +24% | +$164K | 0.3% | 53 |
|
|
2018
Q1 | $716K | Sell |
24,437
-1,100
| -4% | -$32.2K | 0.39% | 61 |
|
|
2017
Q4 | $769K | Buy |
25,537
+2,600
| +11% | +$78.3K | 0.42% | 56 |
|
|
2017
Q3 | $593K | Buy |
22,937
+100
| +0.4% | +$2.59K | 0.36% | 67 |
|
|
2017
Q2 | $568K | Sell |
22,837
-5,676
| -20% | -$141K | 0.37% | 65 |
|
|
2017
Q1 | $661K | Buy |
28,513
+7,282
| +34% | +$169K | 0.32% | 57 |
|
|
2016
Q4 | $490K | Buy |
+21,231
| New | +$490K | 0.33% | 47 |
|