WPA
Winning Points Advisors’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $3.93M | Buy |
+142,580
| New | +$3.93M | 6.63% | 3 |
|
|
2024
Q1 | $5.06M | Hold |
150,349
| – | – | 7.8% | 3 |
|
|
2023
Q4 | $5.06M | Buy |
150,349
+7,769
| +5% | +$262K | 7.8% | 3 |
|
|
2023
Q3 | $3.93M | Sell |
142,580
-7,769
| -5% | -$214K | 6.96% | 3 |
|
|
2023
Q2 | $5.06M | Sell |
150,349
-53,522
| -26% | -$1.8M | 7.8% | 3 |
|
|
2023
Q1 | $5.83M | Buy |
203,871
+1,190
| +0.6% | +$34K | 6.42% | 5 |
|
|
2022
Q4 | $6.71M | Sell |
202,681
-6,250
| -3% | -$207K | 8.55% | 2 |
|
|
2022
Q3 | $6.49M | Sell |
208,931
-2,200
| -1% | -$68.4K | 7.94% | 2 |
|
|
2022
Q2 | $6.56M | Sell |
211,131
-4,100
| -2% | -$127K | 7.21% | 2 |
|
|
2022
Q1 | $8.88M | Sell |
215,231
-34,862
| -14% | -$1.44M | 6.89% | 2 |
|
|
2021
Q4 | $7.25M | Buy |
250,093
+31,877
| +15% | +$924K | 5.27% | 5 |
|
|
2021
Q3 | $9.25M | Buy |
218,216
+3,201
| +1% | +$136K | 6.77% | 2 |
|
|
2021
Q2 | $8.87M | Sell |
215,015
-10,099
| -4% | -$416K | 6.64% | 3 |
|
|
2021
Q1 | $8.71M | Buy |
225,114
+1,902
| +0.9% | +$73.6K | 6.51% | 2 |
|
|
2020
Q4 | $6.77M | Sell |
223,212
-16,412
| -7% | -$497K | 5.44% | 4 |
|
|
2020
Q3 | $5.76M | Buy |
239,624
+603
| +0.3% | +$14.5K | 4.92% | 5 |
|
|
2020
Q2 | $5.68M | Sell |
239,021
-7,098
| -3% | -$169K | 5.42% | 4 |
|
|
2020
Q1 | $5.22M | Sell |
246,119
-2,141
| -0.9% | -$45.4K | 5.1% | 5 |
|
|
2019
Q4 | $8.74M | Sell |
248,260
-697
| -0.3% | -$24.5K | 5.57% | 5 |
|
|
2019
Q3 | $7.31M | Sell |
248,957
-1,136
| -0.5% | -$33.3K | 5.27% | 5 |
|
|
2019
Q2 | $7.25M | Sell |
250,093
-4,180
| -2% | -$121K | 5.27% | 5 |
|
|
2019
Q1 | $7.01M | Sell |
254,273
-1,250
| -0.5% | -$34.5K | 5.43% | 5 |
|
|
2018
Q4 | $6.38M | Sell |
255,523
-10,308
| -4% | -$257K | 5.47% | 5 |
|
|
2018
Q3 | $7.83M | Sell |
265,831
-3,304
| -1% | -$97.3K | 5.76% | 5 |
|
|
2018
Q2 | $7.59M | Sell |
269,135
-504
| -0.2% | -$14.2K | 6.07% | 4 |
|
|
2018
Q1 | $7.96M | Sell |
269,639
-1,849
| -0.7% | -$54.6K | 6.5% | 4 |
|
|
2017
Q4 | $8.02M | Sell |
271,488
-249
| -0.1% | -$7.35K | 6.53% | 4 |
|
|
2017
Q3 | $6.89M | Buy |
271,737
+8,634
| +3% | +$219K | 5.93% | 4 |
|
|
2017
Q2 | $6.5M | Sell |
263,103
-10,999
| -4% | -$272K | 6.35% | 4 |
|
|
2017
Q1 | $6.49M | Buy |
274,102
+1
| +0% | +$24 | 6.34% | 4 |
|
|
2016
Q4 | $6.06M | Buy |
+274,101
| New | +$6.06M | 6.61% | 2 |
|