Spartan Planning & Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
|
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|
2025
Q4 | $788K | Buy |
|
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|
2025
Q3 | $639K | Sell |
|
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|
2025
Q2 | $695K | Buy |
|
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|
2025
Q1 | $315K | Sell |
|
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|
2024
Q4 | $671K | Buy |
|
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|
2023
Q4 | $285K | Buy |
|
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|
2023
Q3 | $192 | Buy |
|
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|
2022
Q4 | – | Sell |
|
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|
2022
Q3 | $0 | Hold |
|
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|
2022
Q2 | $0 | Sell |
|
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|
2022
Q1 | $84K | Buy |
|