WFAG
Worth Financial Advisory Group’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $841K | Sell |
17,775
-936
| -5% | -$44.3K | 0.52% | 44 |
|
|
2025
Q1 | $781K | Buy |
18,711
+151
| +0.8% | +$6.3K | 0.5% | 49 |
|
|
2024
Q4 | $816K | Sell |
18,560
-963
| -5% | -$42.3K | 0.5% | 49 |
|
|
2024
Q3 | $775K | Sell |
19,523
-226
| -1% | -$8.97K | 0.46% | 54 |
|
|
2024
Q2 | $785K | Buy |
19,749
+574
| +3% | +$22.8K | 0.52% | 46 |
|
|
2024
Q1 | $727K | Buy |
19,175
+103
| +0.5% | +$3.91K | 0.5% | 54 |
|
|
2023
Q4 | $642K | Sell |
19,072
-236
| -1% | -$7.95K | 0.51% | 51 |
|
|
2023
Q3 | $529K | Sell |
19,308
-549
| -3% | -$15K | 0.48% | 58 |
|
|
2023
Q2 | $570K | Sell |
19,857
-7,672
| -28% | -$220K | 0.53% | 53 |
|
|
2023
Q1 | $787K | Buy |
27,529
+4,355
| +19% | +$125K | 0.75% | 34 |
|
|
2022
Q4 | $768K | Buy |
+23,174
| New | +$768K | 0.89% | 26 |
|