Avitas Wealth Management LLC
- SEC CIK
- 0001734565
- Latest filing
- Jan 27, 2025
BAC holding history
Bank of America Corp in every 13F filed by Avitas Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
BAC overviewAll 13F holders of BACFull Q4 2024 holdings
- Shares (Q4 2023)
- 0
- Sold out in Q4 2023
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 5
- Since Q1 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2023 | 0 | $0 | 0.0% | −46,315−100.0% | Sold out | Holders |
| Q3 2023 | 46,315 | $1.27M | 0.2% | −975−2.1% | Reduced | Holders |
| Q2 2023 | 47,290 | $1.36M | 0.2% | −311−0.7% | Reduced | Holders |
| Q1 2023 | 47,601 | $1.36M | 0.3% | +11,456+31.7% | Added | Holders |
| Q4 2022 | 36,145 | $1.20M | 0.3% | +36,145 | New | Holders |
| Q2 2022 | 0 | $0 | 0.0% | −58,354−100.0% | Sold out | Holders |
| Q1 2022 | 58,354 | $2.40M | 0.4% | +58,354 | New | Holders |