FWP
Falcon Wealth Planning’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.1M | Buy |
44,322
+995
| +2% | +$47.1K | 0.21% | 48 |
|
|
2025
Q1 | $1.81M | Buy |
43,327
+443
| +1% | +$18.5K | 0.2% | 51 |
|
|
2024
Q4 | $1.88M | Sell |
42,884
-1,677
| -4% | -$73.7K | 0.21% | 52 |
|
|
2024
Q3 | $1.77M | Sell |
44,561
-155
| -0.3% | -$6.15K | 0.21% | 50 |
|
|
2024
Q2 | $1.78M | Buy |
44,716
+525
| +1% | +$20.9K | 0.23% | 44 |
|
|
2024
Q1 | $1.68M | Buy |
44,191
+82
| +0.2% | +$3.11K | 0.27% | 45 |
|
|
2023
Q4 | $1.49M | Buy |
44,109
+254
| +0.6% | +$8.55K | 0.26% | 43 |
|
|
2023
Q3 | $1.2M | Sell |
43,855
-551
| -1% | -$15.1K | 0.26% | 36 |
|
|
2023
Q2 | $1.27M | Buy |
44,406
+850
| +2% | +$24.4K | 0.28% | 34 |
|
|
2023
Q1 | $1.25M | Buy |
43,556
+3,200
| +8% | +$91.5K | 0.31% | 32 |
|
|
2022
Q4 | $1.34M | Buy |
40,356
+98
| +0.2% | +$3.25K | 0.38% | 30 |
|
|
2022
Q3 | $1.22M | Buy |
40,258
+1,260
| +3% | +$38.1K | 0.4% | 25 |
|
|
2022
Q2 | $1.21M | Hold |
38,998
| – | – | 0.41% | 30 |
|
|
2022
Q1 | $1.61M | Sell |
38,998
-769
| -2% | -$31.7K | 0.5% | 24 |
|
|
2021
Q4 | $1.77M | Buy |
39,767
+1,166
| +3% | +$51.9K | 0.58% | 22 |
|
|
2021
Q3 | $1.64M | Buy |
38,601
+167
| +0.4% | +$7.09K | 0.62% | 22 |
|
|
2021
Q2 | $1.59M | Hold |
38,434
| – | – | 0.68% | 21 |
|
|
2021
Q1 | $1.49M | Hold |
38,434
| – | – | 0.73% | 22 |
|
|
2020
Q4 | $1.17M | Buy |
+38,434
| New | +$1.17M | 0.65% | 23 |
|