Abacus Planning Group’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.52M | Sell |
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|
2025
Q1 | $2.28M | Buy |
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|
2024
Q4 | $2.31M | Sell |
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|
2024
Q3 | $2.13M | Sell |
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|
2024
Q2 | $2.22M | Sell |
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|
2024
Q1 | $2.23M | Buy |
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|
2023
Q4 | $1.91M | Buy |
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|
2023
Q3 | $1.54M | Sell |
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|
2023
Q2 | $1.62M | Sell |
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|
2023
Q1 | $1.63M | Sell |
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|
2022
Q4 | $1.95M | Buy |
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|
2022
Q3 | $1.19M | Buy |
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|
2022
Q2 | $1.22M | Buy |
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|
2022
Q1 | $1.6M | Buy |
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|
2021
Q4 | $1.73M | Buy |
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|
2021
Q3 | $1.51M | Sell |
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|
2021
Q2 | $1.49M | Buy |
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|
2021
Q1 | $1.39M | Buy |
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|
2020
Q4 | $1.09M | Buy |
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|
2020
Q3 | $851K | Buy |
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|
2020
Q2 | $815K | Buy |
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|
2020
Q1 | $720K | Hold |
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|
2019
Q4 | $1.19M | Sell |
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|
2019
Q3 | $1.02M | Sell |
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|
2019
Q2 | $1.01M | Sell |
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|
2019
Q1 | $969K | Sell |
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|
2018
Q4 | $866K | Buy |
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|
2018
Q3 | $1.03M | Buy |
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|
2018
Q2 | $984K | Buy |
|
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|
2018
Q1 | $1.04M | Sell |
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|
2017
Q4 | $1.27M | Buy |
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