Planned Solutions’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
Q2 | $488K | Buy |
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|
2025
Q1 | $418K | Buy |
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|
2024
Q4 | $338K | Hold |
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|
2024
Q3 | $305K | Buy |
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|
2024
Q2 | $295K | Hold |
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|
2024
Q1 | $281K | Hold |
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|
2023
Q4 | $250K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $208K | Hold |
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|
2023
Q1 | $207K | Hold |
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|
2022
Q4 | $240K | Hold |
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|
2022
Q3 | $219K | Hold |
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|
2022
Q2 | $225K | Hold |
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|
2022
Q1 | $298K | Hold |
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|
2021
Q4 | $322K | Buy |
|
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|
2021
Q2 | $298K | Hold |
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|
2021
Q1 | $280K | Buy |
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|
2020
Q4 | $136K | Hold |
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|
2020
Q3 | $108K | Buy |
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