Capital Planning Advisors’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
Q3 | $2.82M | Buy |
|
|||||
|
2025
Q2 | $1.01M | Buy |
|
|||||
|
2025
Q1 | $863K | Buy |
|
|||||
|
2024
Q4 | $745K | Buy |
|
|||||
|
2024
Q3 | $671K | Sell |
|
|||||
|
2024
Q2 | $673K | Sell |
|
|||||
|
2024
Q1 | $708K | Buy |
|
|||||
|
2023
Q4 | $614K | Buy |
|
|||||
|
2023
Q3 | $257K | Sell |
|
|||||
|
2023
Q2 | $345K | Buy |
|
|||||
|
2023
Q1 | $281K | Sell |
|
|||||
|
2022
Q4 | $365K | Sell |
|
|||||
|
2022
Q3 | $426K | Buy |
|
|||||
|
2022
Q2 | $434K | Sell |
|
|||||
|
2022
Q1 | $709K | Sell |
|
|||||
|
2021
Q4 | $815K | Sell |
|
|||||
|
2021
Q3 | $815K | Buy |
|
|||||
|
2021
Q2 | $752K | Sell |
|
|||||
|
2021
Q1 | $706K | Buy |
|
|||||
|
2020
Q4 | $339K | Sell |
|
|||||
|
2020
Q3 | $307K | Sell |
|
|||||
|
2020
Q2 | $806K | Sell |
|
|||||
|
2020
Q1 | $2.11M | Sell |
|
|||||
|
2019
Q4 | $3.58M | Buy |
|
|||||
|
2019
Q3 | $2.93M | Sell |
|
|||||
|
2019
Q2 | $3.11M | Buy |
|
|||||
|
2019
Q1 | $2.89M | Buy |
|
|||||
|
2018
Q4 | $2.55M | Sell |
|
|||||
|
2018
Q3 | $3.12M | Buy |
|
|||||
|
2018
Q2 | $2.24M | Sell |
|
|||||
|
2018
Q1 | $2.81M | Sell |
|
|||||
|
2017
Q4 | $2.79M | Buy |
|
|||||
|
2017
Q3 | $1.93M | Buy |
|
|||||
|
2017
Q2 | $901K | Buy |
|
|||||
|
2017
Q1 | $219K | Hold |
|
|||||
|
2016
Q4 | $205K | Buy |
|
|||||
|
2016
Q1 | – | Sell |
|
|||||
|
2015
Q4 | $216K | Sell |
|
|||||
|
2015
Q3 | $231K | Hold |
|
|||||
|
2015
Q2 | $252K | Buy |
|