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

Bernardo Wealth Planning’s Portfolio BAC Stock Details BAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-4,300
Closed -$236K – 131
2025
Q4 		$236K Buy
4,300
+112
+3% +$5.92K 0.05% 114
2025
Q3 		$216K Buy
+4,188
New +$204K 0.04% 117
2021
Q1 		– Sell
-13,758
Closed -$417K – 87
2020
Q4 		$417K Sell
13,758
-442
-3% -$11.8K 0.16% 110
2020
Q3 		$342K Buy
+14,200
New +$354K 0.15% 111
2020
Q1 		– Sell
-7,507
Closed -$264K – 136
2019
Q4 		$264K Buy
7,507
+434
+6% +$14K 0.16% 132
2019
Q3 		$206K Sell
7,073
-1,194
-14% -$34.3K 0.15% 148
2019
Q2 		$240K Sell
8,267
-370
-4% -$10.7K 0.19% 121
2019
Q1 		$238K Buy
+8,637
New +$244K 0.19% 118

Other funds holding BAC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return