Ownership history in TLWM · 26 quarters on record
This page tracks every 13F SEC filing in which TLWM reported a position in BANK AMER CORP (BAC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 37,182 | -1,106 | -2.9% | 0.37% | $2.0M | $54.69 |
| 2025 Q3 | ADDED | 38,288 | +2,173 | +6.0% | 0.36% | $2.0M | $51.03 |
| 2025 Q2 | REDUCED | 36,115 | -147 | -0.4% | 0.32% | $1.7M | $46.55 |
| 2025 Q1 | ADDED | 36,262 | +184 | +0.5% | 0.30% | $1.5M | $40.81 |
As of 2025 Q4 — sorted by position size