Planning Capital Management Corporation’s Bank of America BAC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$190K Buy
4,785
+3,578
+296% +$142K 0.13% 88
2024
Q2
$48K Buy
1,207
+1
+0.1% +$40 0.03% 197
2024
Q1
$45.7K Sell
1,206
-728
-38% -$27.6K 0.03% 198
2023
Q4
$65.1K Buy
+1,934
New +$65.1K 0.05% 173