WealthPLAN Partners’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 | $457K | Buy |
9,648
+399
| +4% | +$18.9K | 0.07% | 173 |
|
|
2025
Q1 | $386K | Buy |
9,249
+21
| +0.2% | +$876 | 0.05% | 190 |
|
|
2024
Q4 | $406K | Buy |
9,228
+479
| +5% | +$21.1K | 0.06% | 183 |
|
|
2024
Q3 | $347K | Sell |
8,749
-20,077
| -70% | -$797K | 0.05% | 220 |
|
|
2024
Q2 | $1.15M | Buy |
28,826
+717
| +3% | +$28.5K | 0.12% | 139 |
|
|
2024
Q1 | $1.07M | Buy |
28,109
+17,370
| +162% | +$659K | 0.11% | 148 |
|
|
2023
Q4 | $362K | Sell |
10,739
-2,833
| -21% | -$95.4K | 0.04% | 253 |
|
|
2023
Q3 | $372K | Buy |
13,572
+7,271
| +115% | +$199K | 0.04% | 242 |
|
|
2023
Q2 | $181K | Buy |
6,301
+723
| +13% | +$20.7K | 0.03% | 306 |
|
|
2023
Q1 | $160K | Sell |
5,578
-20,363
| -78% | -$582K | 0.02% | 347 |
|
|
2022
Q4 | $924K | Buy |
+25,941
| New | +$924K | 0.06% | 181 |
|
|
2022
Q1 | $720K | Buy |
20,180
+689
| +4% | +$24.6K | 0.05% | 207 |
|
|
2021
Q4 | $899K | Buy |
19,491
+146
| +0.8% | +$6.73K | 0.06% | 186 |
|
|
2021
Q3 | $865K | Buy |
19,345
+1,181
| +7% | +$52.8K | 0.06% | 181 |
|
|
2021
Q2 | $762K | Buy |
18,164
+596
| +3% | +$25K | 0.05% | 184 |
|
|
2021
Q1 | $721K | Sell |
17,568
-274
| -2% | -$11.2K | 0.06% | 179 |
|
|
2020
Q4 | $580K | Buy |
17,842
+115
| +0.6% | +$3.74K | 0.05% | 197 |
|
|
2020
Q3 | $473K | Sell |
17,727
-4,684
| -21% | -$125K | 0.05% | 201 |
|
|
2020
Q2 | $591K | Sell |
22,411
-981
| -4% | -$25.9K | 0.06% | 165 |
|
|
2020
Q1 | $507K | Buy |
23,392
+4,868
| +26% | +$106K | 0.07% | 153 |
|
|
2019
Q4 | $647K | Buy |
18,524
+3,707
| +25% | +$129K | 0.08% | 142 |
|
|
2019
Q3 | $486K | Buy |
14,817
+3,029
| +26% | +$99.4K | 0.07% | 153 |
|
|
2019
Q2 | $327K | Sell |
11,788
-11,266
| -49% | -$313K | 0.05% | 174 |
|
|
2019
Q1 | $652K | Buy |
23,054
+1,232
| +6% | +$34.8K | 0.1% | 132 |
|
|
2018
Q4 | $635K | Sell |
21,822
-6,340
| -23% | -$184K | 0.1% | 132 |
|
|
2018
Q3 | $771K | Buy |
28,162
+2,474
| +10% | +$67.7K | 0.14% | 112 |
|
|
2018
Q2 | $724K | Buy |
25,688
+152
| +0.6% | +$4.28K | 0.15% | 114 |
|
|
2018
Q1 | $766K | Buy |
25,536
+5,220
| +26% | +$157K | 0.17% | 111 |
|
|
2017
Q4 | $600K | Buy |
20,316
+475
| +2% | +$14K | 0.16% | 113 |
|
|
2017
Q3 | $503K | Sell |
19,841
-258
| -1% | -$6.54K | 0.14% | 111 |
|
|
2017
Q2 | $488K | Buy |
20,099
+17,050
| +559% | +$414K | 0.14% | 105 |
|
|
2017
Q1 | $70.6K | Buy |
+3,049
| New | +$70.6K | 0.25% | 78 |
|
|
2016
Q3 | $161K | Sell |
10,195
-13,908
| -58% | -$220K | 0.05% | 171 |
|
|
2016
Q2 | $102K | Buy |
+24,103
| New | +$102K | 0.01% | 609 |
|
|
2015
Q4 | $107K | Buy |
+35,846
| New | +$107K | 0.02% | 393 |
|
|
2015
Q2 | $474K | Buy |
27,894
+22,561
| +423% | +$383K | 0.21% | 62 |
|
|
2015
Q1 | $82K | Buy |
+5,333
| New | +$82K | 0.04% | 191 |
|