Bernardo Wealth Planning’s Bank of America BAC Stock Holding History

Bernardo Wealth Planning’s Portfolio BAC Stock Details BAC Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$216K	Buy
2021 Q1	–	Sell
2020 Q4	$417K	Sell
2020 Q3	$342K	Buy
2020 Q1	–	Sell
2019 Q4	$264K	Buy
2019 Q3	$206K	Sell
2019 Q2	$240K	Sell
2019 Q1	$238K	Buy