Life Planning Partners’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 | $625K | Buy |
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|
2025
Q2 | $573K | Sell |
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|
2025
Q1 | $532K | Buy |
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|
2024
Q4 | $560K | Sell |
|
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|
2024
Q3 | $558K | Sell |
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|
2024
Q2 | $680K | Sell |
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|
2024
Q1 | $736K | Sell |
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|
2023
Q4 | $653K | Buy |
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|
2022
Q3 | $585K | Buy |
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|
2022
Q2 | $603K | Buy |
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|
2022
Q1 | $798K | Buy |
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|
2021
Q4 | $861K | Buy |
|