WAM
WFA 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 | $217K | Sell |
5,459
-980
| -15% | -$39K | 0.12% | 55 |
|
|
2025
Q1 | $244K | Buy |
6,439
+210
| +3% | +$7.96K | 0.13% | 52 |
|
|
2024
Q4 | $274K | Buy |
6,229
+1,593
| +34% | +$70K | 0.15% | 47 |
|
|
2024
Q3 | $184K | Sell |
4,636
-823
| -15% | -$32.7K | 0.1% | 59 |
|
|
2024
Q2 | $217K | Sell |
5,459
-980
| -15% | -$39K | 0.12% | 55 |
|
|
2024
Q1 | $244K | Sell |
6,439
-4,609
| -42% | -$175K | 0.13% | 52 |
|
|
2023
Q4 | $372K | Buy |
11,048
+53
| +0.5% | +$1.78K | 0.2% | 36 |
|
|
2023
Q3 | $301K | Sell |
10,995
-90
| -0.8% | -$2.46K | 0.18% | 41 |
|
|
2023
Q2 | $318K | Buy |
11,085
+76
| +0.7% | +$2.18K | 0.19% | 39 |
|
|
2023
Q1 | $315K | Buy |
11,009
+1,065
| +11% | +$30.5K | 0.19% | 39 |
|
|
2022
Q4 | $329K | Sell |
9,944
-2,026
| -17% | -$67.1K | 0.22% | 39 |
|
|
2022
Q3 | $361K | Hold |
11,970
| – | – | 0.26% | 30 |
|
|
2022
Q2 | $373K | Buy |
11,970
+78
| +0.7% | +$2.43K | 0.26% | 30 |
|
|
2022
Q1 | $490K | Buy |
11,892
+111
| +0.9% | +$4.58K | 0.32% | 25 |
|
|
2021
Q4 | $524K | Buy |
+11,781
| New | +$524K | 0.34% | 22 |
|