WCWM
Willow Creek Wealth Management’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $318K | Sell |
6,718
-826
| -11% | -$39.1K | 0.03% | 132 |
|
|
2025
Q1 | $315K | Buy |
7,544
+558
| +8% | +$23.3K | 0.03% | 121 |
|
|
2024
Q4 | $307K | Sell |
6,986
-56
| -0.8% | -$2.46K | 0.03% | 125 |
|
|
2024
Q3 | $279K | Hold |
7,042
| – | – | 0.03% | 135 |
|
|
2024
Q2 | $280K | Buy |
7,042
+32
| +0.5% | +$1.27K | 0.03% | 128 |
|
|
2024
Q1 | $266K | Sell |
7,010
-1,114
| -14% | -$42.2K | 0.03% | 130 |
|
|
2023
Q4 | $274K | Buy |
+8,124
| New | +$274K | 0.03% | 119 |
|
|
2023
Q3 | – | Sell |
-7,032
| Closed | -$202K | – | 132 |
|
|
2023
Q2 | $202K | Buy |
+7,032
| New | +$202K | 0.03% | 140 |
|
|
2023
Q1 | – | Sell |
-7,189
| Closed | -$238K | – | 133 |
|
|
2022
Q4 | $238K | Buy |
7,189
+242
| +3% | +$8.01K | 0.04% | 113 |
|
|
2022
Q3 | $210K | Hold |
6,947
| – | – | 0.04% | 113 |
|
|
2022
Q2 | $216K | Hold |
6,947
| – | – | 0.04% | 115 |
|
|
2022
Q1 | $286K | Hold |
6,947
| – | – | 0.06% | 95 |
|
|
2021
Q4 | $309K | Hold |
6,947
| – | – | 0.06% | 96 |
|
|
2021
Q3 | $295K | Hold |
6,947
| – | – | 0.07% | 90 |
|
|
2021
Q2 | $286K | Buy |
6,947
+391
| +6% | +$16.1K | 0.07% | 89 |
|
|
2021
Q1 | $254K | Buy |
+6,556
| New | +$254K | 0.09% | 82 |
|
|
2020
Q1 | – | Sell |
-6,854
| Closed | -$241K | – | 67 |
|
|
2019
Q4 | $241K | Sell |
6,854
-271
| -4% | -$9.53K | 0.11% | 69 |
|
|
2019
Q3 | $208K | Buy |
7,125
+50
| +0.7% | +$1.46K | 0.1% | 82 |
|
|
2019
Q2 | $205K | Buy |
+7,075
| New | +$205K | 0.1% | 81 |
|
|
2018
Q4 | – | Sell |
-7,070
| Closed | -$208K | – | 67 |
|
|
2018
Q3 | $208K | Sell |
7,070
-826
| -10% | -$24.3K | 0.12% | 67 |
|
|
2018
Q2 | $223K | Buy |
7,896
+140
| +2% | +$3.95K | 0.13% | 60 |
|
|
2018
Q1 | $233K | Buy |
+7,756
| New | +$233K | 0.12% | 60 |
|