Spartan Planning & Wealth Management’s Bank of America BAC Stock Holding History

Spartan Planning & Wealth Management’s Portfolio BAC Stock Details BAC Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$639K	Sell
2025 Q2	$695K	Buy
2025 Q1	$315K	Sell
2024 Q4	$671K	Buy
2023 Q4	$285K	Buy
2023 Q3	$192	Buy
2022 Q4	–	Sell
2022 Q3	$0	Hold
2022 Q2	$0	Sell
2022 Q1	$84K	Buy