WR Wealth Planners’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $52.3K | Sell |
1,189
-7,477
| -86% | -$329K | 0.02% | 318 |
|
|
2024
Q3 | $344K | Sell |
8,666
-2,831
| -25% | -$112K | 0.1% | 131 |
|
|
2024
Q2 | $457K | Buy |
11,497
+301
| +3% | +$12K | 0.14% | 99 |
|
|
2024
Q1 | $425K | Sell |
11,196
-151
| -1% | -$5.73K | 0.13% | 106 |
|
|
2023
Q4 | $382K | Sell |
11,347
-63
| -0.6% | -$2.12K | 0.14% | 127 |
|
|
2023
Q3 | $312K | Sell |
11,410
-26
| -0.2% | -$712 | 0.12% | 134 |
|
|
2023
Q2 | $328K | Buy |
11,436
+780
| +7% | +$22.4K | 0.13% | 124 |
|
|
2023
Q1 | $305K | Buy |
10,656
+10,647
| +118,300% | +$305K | 0.13% | 126 |
|
|
2022
Q4 | $298 | Hold |
9
| – | – | ﹤0.01% | 464 |
|
|
2022
Q3 | $272 | Hold |
9
| – | – | ﹤0.01% | 471 |
|
|
2022
Q2 | $280 | Hold |
9
| – | – | ﹤0.01% | 492 |
|
|
2022
Q1 | $371 | Buy |
+9
| New | +$371 | ﹤0.01% | 484 |
|