Valtinson Bruner Financial 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 | $309K | Hold |
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|
2025
Q2 | $283K | Buy |
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|
2025
Q1 | $237K | Sell |
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|
2024
Q4 | $259K | Buy |
|
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|
2024
Q3 | $234K | Buy |
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|
2024
Q2 | $235K | Buy |
|
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|
2024
Q1 | $224K | Buy |
|
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $258K | Sell |
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|
2022
Q4 | $349K | Buy |
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|
2022
Q3 | $311K | Buy |
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|
2022
Q2 | $320K | Buy |
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|
2022
Q1 | $384K | Buy |
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|
2021
Q4 | $454K | Buy |
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|
2021
Q3 | $479K | Sell |
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|
2021
Q2 | $395K | Buy |
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|
2021
Q1 | $403K | Buy |
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|
2020
Q4 | $342K | Buy |
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|
2020
Q3 | $245K | Buy |
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|
2020
Q2 | $239K | Hold |
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|
2020
Q1 | $210K | Hold |
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|
2019
Q4 | $318K | Sell |
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|
2019
Q3 | $265K | Buy |
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|
2019
Q2 | $265K | Hold |
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|
2019
Q1 | $252K | Sell |
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|
2018
Q4 | $226K | Buy |
|