PS
Planned Solutions’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $488K | Buy |
10,307
+285
| +3% | +$13.5K | 0.19% | 61 |
|
|
2025
Q1 | $418K | Buy |
10,022
+2,324
| +30% | +$97K | 0.17% | 64 |
|
|
2024
Q4 | $338K | Hold |
7,698
| – | – | 0.14% | 69 |
|
|
2024
Q3 | $305K | Buy |
7,698
+281
| +4% | +$11.2K | 0.12% | 70 |
|
|
2024
Q2 | $295K | Hold |
7,417
| – | – | 0.14% | 67 |
|
|
2024
Q1 | $281K | Hold |
7,417
| – | – | 0.14% | 70 |
|
|
2023
Q4 | $250K | Buy |
+7,417
| New | +$250K | 0.12% | 69 |
|
|
2023
Q3 | – | Sell |
-7,237
| Closed | -$208K | – | 80 |
|
|
2023
Q2 | $208K | Hold |
7,237
| – | – | 0.12% | 75 |
|
|
2023
Q1 | $207K | Hold |
7,237
| – | – | 0.13% | 73 |
|
|
2022
Q4 | $240K | Hold |
7,237
| – | – | 0.18% | 59 |
|
|
2022
Q3 | $219K | Hold |
7,237
| – | – | 0.18% | 58 |
|
|
2022
Q2 | $225K | Hold |
7,237
| – | – | 0.21% | 54 |
|
|
2022
Q1 | $298K | Hold |
7,237
| – | – | 0.21% | 50 |
|
|
2021
Q4 | $322K | Buy |
+7,237
| New | +$322K | 0.22% | 53 |
|
|
2021
Q2 | $298K | Hold |
7,237
| – | – | 0.21% | 49 |
|
|
2021
Q1 | $280K | Buy |
7,237
+2,750
| +61% | +$106K | 0.22% | 50 |
|
|
2020
Q4 | $136K | Hold |
4,487
| – | – | 0.11% | 77 |
|
|
2020
Q3 | $108K | Buy |
+4,487
| New | +$108K | 0.11% | 76 |
|