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Asset Planning Inc’s Bank of America BAC Stock Holding History

Asset Planning Inc’s Portfolio BAC Stock Details BAC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$239K Buy
5,043
+22
+0.4% +$1.04K 0.18% 75
2025
Q1 		$210K Buy
5,021
+25
+0.5% +$1.04K 0.16% 79
2024
Q4 		$220K Buy
+4,996
New +$220K 0.17% 74