WealthPLAN Partners’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 | $416K | Sell |
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|
2025
Q2 | $457K | Buy |
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|
2025
Q1 | $386K | Buy |
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|
2024
Q4 | $406K | Buy |
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|
2024
Q3 | $347K | Sell |
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|
2024
Q2 | $1.15M | Buy |
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|
2024
Q1 | $1.07M | Buy |
|
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|
2023
Q4 | $362K | Sell |
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|
2023
Q3 | $372K | Buy |
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|
2023
Q2 | $181K | Buy |
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|
2023
Q1 | $160K | Sell |
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|
2022
Q4 | $924K | Buy |
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|
2022
Q1 | $720K | Buy |
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|
2021
Q4 | $899K | Buy |
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|
2021
Q3 | $865K | Buy |
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|
2021
Q2 | $762K | Buy |
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|
2021
Q1 | $721K | Sell |
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|
2020
Q4 | $580K | Buy |
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|
2020
Q3 | $473K | Sell |
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|
2020
Q2 | $591K | Sell |
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|
2020
Q1 | $507K | Buy |
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|
2019
Q4 | $647K | Buy |
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|
2019
Q3 | $486K | Buy |
|
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|
2019
Q2 | $327K | Sell |
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|
2019
Q1 | $652K | Buy |
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|
2018
Q4 | $635K | Sell |
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|
2018
Q3 | $771K | Buy |
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|
2018
Q2 | $724K | Buy |
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|
2018
Q1 | $766K | Buy |
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|
2017
Q4 | $600K | Buy |
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|
2017
Q3 | $503K | Sell |
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|
2017
Q2 | $488K | Buy |
|
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|
2017
Q1 | $70.6K | Buy |
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|
2016
Q3 | $161K | Sell |
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|
2016
Q2 | $102K | Buy |
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|
2015
Q4 | $107K | Buy |
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|
2015
Q2 | $474K | Buy |
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|
2015
Q1 | $82K | Buy |
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