WR Wealth Planners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $52.3K | Sell |
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|
2024
Q3 | $344K | Sell |
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|
2024
Q2 | $457K | Buy |
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|
2024
Q1 | $425K | Sell |
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|
2023
Q4 | $382K | Sell |
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|
2023
Q3 | $312K | Sell |
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|
2023
Q2 | $328K | Buy |
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|
2023
Q1 | $305K | Buy |
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|
2022
Q4 | $298 | Hold |
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|
2022
Q3 | $272 | Hold |
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|
2022
Q2 | $280 | Hold |
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|
2022
Q1 | $371 | Buy |
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