Independent Solutions Wealth Management, LLC BANK AMERICA CORP Transaction History

Independent Solutions Wealth Management, LLC

  • $447 Billion
  • Q1 2025
Number of Shares
270
Previous 320 15.63%
Holding current value
$333 Million
Previous $390 Million 14.56%
% of portfolio
0.07%
Previous 0.09%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025
SELL
N/A
-50 Reduced 15.63%
270 $333 Million
Q4 2024

Feb 11, 2025
SELL
N/A
-10 Reduced 3.03%
320 $390 Million
Q3 2024

Dec 19, 2024
SELL
N/A
-87 Reduced 20.86%
330 $420 Million
Q2 2024

Dec 19, 2024
SELL
N/A
-13 Reduced 3.02%
417 $499 Million
Q4 2021

Dec 19, 2024
BUY
N/A
430 New
430 $622 Million
Q4 2020

Dec 19, 2024
SELL
N/A
-463 Closed
0 $0
Q2 2020

Dec 19, 2024
SELL
N/A
-163 Reduced 26.04%
463 $621 Million
Q1 2020

Dec 19, 2024
SELL
N/A
-32 Reduced 4.86%
626 $793 Million
Q4 2019

Dec 13, 2024
BUY
N/A
658 New
658 $953 Million
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