WealthPlan Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $702K | Buy |
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|
2025
Q2 | $632K | Buy |
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|
2025
Q1 | $498K | Buy |
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|
2024
Q4 | $522K | Sell |
|
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|
2024
Q3 | $1.4M | Buy |
|
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|
2024
Q2 | $646K | Buy |
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|
2024
Q1 | $611K | Buy |
|
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|
2023
Q4 | $540K | Hold |
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|
2023
Q3 | $439K | Buy |
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|
2023
Q2 | $6.23K | Sell |
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|
2023
Q1 | $456K | Sell |
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|
2022
Q4 | $925K | Buy |
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|
2022
Q3 | $786K | Buy |
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|
2022
Q1 | $720K | Buy |
|