OPPS
Obsidian Personal Planning Solutions’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $430K | Buy |
9,093
+1
| +0% | +$47 | 0.17% | 52 |
|
|
2025
Q1 | $363K | Sell |
9,092
-172
| -2% | -$6.86K | 0.16% | 54 |
|
|
2024
Q4 | $429K | Sell |
9,264
-8
| -0.1% | -$370 | 0.21% | 50 |
|
|
2024
Q3 | $388K | Buy |
9,272
+85
| +0.9% | +$3.56K | 0.2% | 49 |
|
|
2024
Q2 | $365K | Buy |
9,187
+19
| +0.2% | +$756 | 0.22% | 50 |
|
|
2024
Q1 | $339K | Sell |
9,168
-2,728
| -23% | -$101K | 0.22% | 53 |
|
|
2023
Q4 | $401K | Sell |
11,896
-2,614
| -18% | -$88K | 0.3% | 43 |
|
|
2023
Q3 | $397K | Hold |
14,510
| – | – | 0.34% | 40 |
|
|
2023
Q2 | $416K | Buy |
14,510
+5,869
| +68% | +$168K | 0.51% | 36 |
|
|
2023
Q1 | $247K | Buy |
+8,641
| New | +$247K | 0.36% | 42 |
|