WealthPlan Investment 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 | $632K | Buy |
13,356
+1,414
| +12% | +$66.9K | 0.05% | 218 |
|
|
2025
Q1 | $498K | Buy |
11,942
+74
| +0.6% | +$3.09K | 0.05% | 172 |
|
|
2024
Q4 | $522K | Sell |
11,868
-23,398
| -66% | -$1.03M | 0.05% | 167 |
|
|
2024
Q3 | $1.4M | Buy |
35,266
+19,013
| +117% | +$754K | 0.14% | 113 |
|
|
2024
Q2 | $646K | Buy |
16,253
+141
| +0.9% | +$5.61K | 0.1% | 109 |
|
|
2024
Q1 | $611K | Buy |
16,112
+80
| +0.5% | +$3.03K | 0.09% | 113 |
|
|
2023
Q4 | $540K | Hold |
16,032
| – | – | 0.09% | 120 |
|
|
2023
Q3 | $439K | Buy |
16,032
+15,815
| +7,288% | +$433K | 0.08% | 118 |
|
|
2023
Q2 | $6.23K | Sell |
217
-15,737
| -99% | -$452K | ﹤0.01% | 289 |
|
|
2023
Q1 | $456K | Sell |
15,954
-9,987
| -38% | -$286K | 0.08% | 121 |
|
|
2022
Q4 | $925K | Buy |
25,941
+1,939
| +8% | +$69.1K | 0.06% | 181 |
|
|
2022
Q3 | $786K | Buy |
+24,002
| New | +$786K | 0.06% | 185 |
|
|
2022
Q1 | $720K | Buy |
+20,180
| New | +$720K | 0.05% | 207 |
|