Pinnacle Wealth Planning Services’s Bank of America BAC Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio BAC Stock Details BAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.58M	Sell	33,352 -760	-2%	-$36K	0.21%	57
2025 Q1	$1.42M	Buy	34,112 +334	+1%	+$13.9K	0.21%	56
2024 Q4	$1.48M	Sell	33,778 -4,028	-11%	-$177K	0.22%	54
2024 Q3	$1.5M	Sell	37,806 -1,042	-3%	-$41.3K	0.2%	66
2024 Q2	$1.54M	Sell	38,848 -457	-1%	-$18.2K	0.22%	62
2024 Q1	$1.49M	Buy	39,305 +842	+2%	+$31.9K	0.22%	67
2023 Q4	$1.3M	Buy	38,463 +5,279	+16%	+$178K	0.2%	75
2023 Q3	$909K	Sell	33,184 -810	-2%	-$22.2K	0.15%	90
2023 Q2	$975K	Sell	33,994 -2,407	-7%	-$69.1K	0.16%	92
2023 Q1	$1.04M	Sell	36,401 -12,466	-26%	-$357K	0.17%	94
2022 Q4	$1.62M	Sell	48,867 -324	-0.7%	-$10.7K	0.29%	57
2022 Q3	$1.49M	Buy	49,191 +638	+1%	+$19.3K	0.27%	60
2022 Q2	$1.51M	Buy	48,553 +10,447	+27%	+$325K	0.27%	60
2022 Q1	$1.57M	Sell	38,106 -1,148	-3%	-$47.3K	0.29%	61
2021 Q4	$1.75M	Buy	39,254 +1,616	+4%	+$71.9K	0.34%	57
2021 Q3	$1.6M	Buy	37,638 +1,361	+4%	+$57.8K	0.35%	57
2021 Q2	$1.5M	Sell	36,277 -155	-0.4%	-$6.39K	0.35%	54
2021 Q1	$1.41M	Buy	36,432 +2,494	+7%	+$96.5K	0.36%	55
2020 Q4	$1.03M	Buy	33,938 +419	+1%	+$12.7K	0.25%	61
2020 Q3	$807K	Sell	33,519 -992	-3%	-$23.9K	0.27%	69
2020 Q2	$820K	Sell	34,511 -6,953	-17%	-$165K	0.27%	67
2020 Q1	$879K	Buy	41,464 +8,107	+24%	+$172K	0.42%	49
2019 Q4	$1.17M	Buy	33,357 +8,419	+34%	+$296K	0.55%	34
2019 Q3	$727K	Buy	24,938 +1,901	+8%	+$55.4K	0.4%	54
2019 Q2	$668K	Buy	23,037 +3,554	+18%	+$103K	0.4%	48
2019 Q1	$537K	Buy	19,483 +40	+0.2%	+$1.1K	0.36%	52
2018 Q4	$479K	Sell	19,443 -2,319	-11%	-$57.1K	0.31%	66
2018 Q3	$640K	Buy	21,762 +922	+4%	+$27.1K	0.59%	51
2018 Q2	$587K	Buy	20,840 +3,237	+18%	+$91.2K	0.57%	52
2018 Q1	$529K	Buy	17,603 +9,491	+117%	+$285K	0.54%	57
2017 Q4	$240K	Buy	+8,112	New	+$240K	0.49%	45