Summit Wealth & Retirement Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $802K | Hold |
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|
2025
Q2 | $735K | Sell |
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|
2025
Q1 | $688K | Buy |
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|
2024
Q4 | $625K | Buy |
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|
2024
Q3 | $527K | Buy |
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|
2024
Q2 | $497K | Sell |
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|
2024
Q1 | $484K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $211K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $206K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $210K | Hold |
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|
2019
Q1 | $200K | Buy |
|