WAG
Wiser Advisor Group’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-572
| Closed | -$23.9K | – | 65 |
|
|
2025
Q1 | $23.9K | Hold |
572
| – | – | 0.04% | 135 |
|
|
2024
Q4 | $25.1K | Hold |
572
| – | – | 0.04% | 137 |
|
|
2024
Q3 | $22.7K | Hold |
572
| – | – | 0.03% | 144 |
|
|
2024
Q2 | $22.7K | Sell |
572
-65
| -10% | -$2.59K | 0.04% | 139 |
|
|
2024
Q1 | $24.2K | Hold |
637
| – | – | 0.04% | 135 |
|
|
2023
Q4 | $21.4K | Buy |
+637
| New | +$21.4K | 0.04% | 146 |
|