PDS 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 | $1.43M | Buy |
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|
2025
Q2 | $1.28M | Sell |
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|
2025
Q1 | $1.18M | Buy |
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|
2024
Q4 | $1.15M | Buy |
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|
2024
Q3 | $978K | Sell |
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|
2024
Q2 | $996K | Buy |
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|
2024
Q1 | $836K | Buy |
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|
2023
Q4 | $685K | Sell |
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|
2023
Q3 | $661K | Buy |
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|
2023
Q2 | $628K | Buy |
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|
2023
Q1 | $563K | Buy |
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|
2022
Q4 | $297K | Sell |
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|
2022
Q3 | $340K | Sell |
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|
2022
Q2 | $394K | Sell |
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|
2022
Q1 | $546K | Sell |
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|
2021
Q4 | $602K | Buy |
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|
2021
Q3 | $533K | Buy |
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|
2021
Q2 | $468K | Buy |
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|
2021
Q1 | $416K | Buy |
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|
2020
Q4 | $317K | Buy |
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|
2020
Q3 | $232K | Buy |
|