Spartan Planning & Wealth Management’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $695K | Buy |
14,691
+7,144
| +95% | +$338K | 0.6% | 33 |
|
|
2025
Q1 | $315K | Sell |
7,547
-7,710
| -51% | -$322K | 0.31% | 50 |
|
|
2024
Q4 | $671K | Buy |
+15,257
| New | +$671K | 0.61% | 34 |
|
|
2023
Q4 | $285K | Buy |
8,465
+8,458
| +120,829% | +$285K | 0.3% | 41 |
|
|
2023
Q3 | $192 | Buy |
+7
| New | +$192 | ﹤0.01% | 149 |
|
|
2022
Q4 | – | Sell |
-6
| Closed | – | – | 166 |
|
|
2022
Q3 | $0 | Hold |
6
| – | – | ﹤0.01% | 75 |
|
|
2022
Q2 | $0 | Sell |
6
-2,035
| -100% | – | ﹤0.01% | 96 |
|
|
2022
Q1 | $84K | Buy |
+2,041
| New | +$84K | 0.11% | 71 |
|