PP
PDS Planning’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.28M | Sell |
27,094
-1,082
| -4% | -$51.2K | 0.1% | 96 |
|
|
2025
Q1 | $1.18M | Buy |
28,176
+1,913
| +7% | +$79.8K | 0.1% | 91 |
|
|
2024
Q4 | $1.15M | Buy |
26,263
+1,620
| +7% | +$71.2K | 0.1% | 87 |
|
|
2024
Q3 | $978K | Sell |
24,643
-394
| -2% | -$15.6K | 0.09% | 99 |
|
|
2024
Q2 | $996K | Buy |
25,037
+2,981
| +14% | +$119K | 0.1% | 86 |
|
|
2024
Q1 | $836K | Buy |
22,056
+1,724
| +8% | +$65.4K | 0.09% | 99 |
|
|
2023
Q4 | $685K | Sell |
20,332
-3,793
| -16% | -$128K | 0.08% | 105 |
|
|
2023
Q3 | $661K | Buy |
24,125
+2,221
| +10% | +$60.8K | 0.09% | 102 |
|
|
2023
Q2 | $628K | Buy |
21,904
+2,205
| +11% | +$63.3K | 0.08% | 110 |
|
|
2023
Q1 | $563K | Buy |
19,699
+10,726
| +120% | +$307K | 0.08% | 110 |
|
|
2022
Q4 | $297K | Sell |
8,973
-2,273
| -20% | -$75.3K | 0.05% | 146 |
|
|
2022
Q3 | $340K | Sell |
11,246
-1,410
| -11% | -$42.6K | 0.06% | 120 |
|
|
2022
Q2 | $394K | Sell |
12,656
-595
| -4% | -$18.5K | 0.07% | 114 |
|
|
2022
Q1 | $546K | Sell |
13,251
-280
| -2% | -$11.5K | 0.1% | 88 |
|
|
2021
Q4 | $602K | Buy |
13,531
+973
| +8% | +$43.3K | 0.12% | 78 |
|
|
2021
Q3 | $533K | Buy |
12,558
+1,216
| +11% | +$51.6K | 0.12% | 83 |
|
|
2021
Q2 | $468K | Buy |
11,342
+598
| +6% | +$24.7K | 0.11% | 90 |
|
|
2021
Q1 | $416K | Buy |
10,744
+285
| +3% | +$11K | 0.12% | 89 |
|
|
2020
Q4 | $317K | Buy |
10,459
+824
| +9% | +$25K | 0.11% | 100 |
|
|
2020
Q3 | $232K | Buy |
+9,635
| New | +$232K | 0.09% | 116 |
|