Cornerstone Planning Group’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 | $196K | Buy |
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|
2025
Q2 | $129K | Buy |
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|
2025
Q1 | $109K | Buy |
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|
2024
Q4 | $84.8K | Buy |
|
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|
2024
Q3 | $72.3K | Sell |
|
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|
2024
Q2 | $138K | Buy |
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|
2024
Q1 | $30K | Sell |
|
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|
2023
Q4 | $28.8K | Sell |
|
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|
2023
Q3 | $25.5K | Sell |
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|
2023
Q2 | $40.5K | Buy |
|
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|
2022
Q4 | $69.1K | Buy |
|