Essential Planning’s Bank of America BAC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-39,585	Closed	-$1.74M	–	98
2024 Q4	$1.74M	Buy	+39,585	New	+$1.74M	0.01%	200