APSI
Asset Planning Services Inc’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.04M | Sell |
127,665
-700
| -0.5% | -$33.1K | 2.78% | 16 |
|
|
2025
Q1 | $5.36M | Sell |
128,365
-960
| -0.7% | -$40.1K | 2.72% | 20 |
|
|
2024
Q4 | $5.68M | Sell |
129,325
-135
| -0.1% | -$5.93K | 2.77% | 18 |
|
|
2024
Q3 | $5.14M | Sell |
129,460
-2,290
| -2% | -$90.9K | 2.54% | 21 |
|
|
2024
Q2 | $5.24M | Sell |
131,750
-575
| -0.4% | -$22.9K | 2.76% | 16 |
|
|
2024
Q1 | $5.02M | Buy |
132,325
+2,201
| +2% | +$83.5K | 2.8% | 19 |
|
|
2023
Q4 | $4.38M | Sell |
130,124
-1,300
| -1% | -$43.8K | 2.66% | 22 |
|
|
2023
Q3 | $3.6M | Buy |
131,424
+6,875
| +6% | +$188K | 2.36% | 24 |
|
|
2023
Q2 | $3.57M | Buy |
124,549
+725
| +0.6% | +$20.8K | 2.2% | 25 |
|
|
2023
Q1 | $3.54M | Buy |
123,824
+3,850
| +3% | +$110K | 2.24% | 26 |
|
|
2022
Q4 | $3.97M | Buy |
119,974
+625
| +0.5% | +$20.7K | 2.52% | 21 |
|
|
2022
Q3 | $3.6M | Buy |
119,349
+550
| +0.5% | +$16.6K | 2.53% | 25 |
|
|
2022
Q2 | $3.7M | Buy |
118,799
+6,450
| +6% | +$201K | 2.42% | 25 |
|
|
2022
Q1 | $4.63M | Buy |
112,349
+22,600
| +25% | +$932K | 2.65% | 24 |
|
|
2021
Q4 | $3.99M | Buy |
+89,749
| New | +$3.99M | 2.15% | 26 |
|