Fiduciary Planning’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 | $420K | Sell |
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|
2025
Q2 | $483K | Hold |
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|
2025
Q1 | $426K | Buy |
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|
2024
Q4 | $448K | Buy |
|
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|
2021
Q4 | – | Sell |
|
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|
2021
Q3 | $315K | Buy |
|
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|
2021
Q2 | – | Sell |
|
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|
2021
Q1 | $43K | Buy |
|
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|
2020
Q4 | $33K | Buy |
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|
2020
Q3 | $26K | Buy |
|
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|
2020
Q1 | – | Sell |
|
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|
2019
Q4 | $236K | Buy |
|