Asset Planning Services Inc Bank Of America Corp Transaction History

Asset Planning Services Inc

$226 Million
Q4 2025

A detailed history of Asset Planning Services Inc transactions in Bank Of America Corp stock. As of the latest transaction made, Asset Planning Services Inc holds 122,975 shares of BAC stock, worth $6.33 Million. This represents 2.99% of its overall portfolio holdings.

Number of Shares

122,975

Previous 131,890 6.76%

Holding current value

$6.33 Million

Previous $6.8 Million 0.59%

% of portfolio

2.99%

Previous 2.87%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 16, 2026	SELL	$48.65 - $54.11 $433,714 - $482,390	-8,915 Reduced 6.76%	122,975 $6.76 Million
Q3 2025 Oct 16, 2025	BUY	$44.92 - $52.42 $189,787 - $221,474	4,225 Added 3.31%	131,890 $6.8 Million
Q2 2025 Jul 22, 2025	SELL	$34.39 - $47.46 $24,073 - $33,222	-700 Reduced 0.55%	127,665 $6.04 Million
Q1 2025 Apr 23, 2025	SELL	$39.61 - $47.74 $38,025 - $45,830	-960 Reduced 0.74%	128,365 $5.36 Million
Q4 2024 Jan 17, 2025	SELL	$39.22 - $47.77 $5,294 - $6,448	-135 Reduced 0.1%	129,325 $5.68 Million

Q3 2024 Oct 22, 2024	SELL	$36.65 - $44.13 $83,928 - $101,057	-2,290 Reduced 1.74%	129,460 $5.14 Million
Q2 2024 Jul 25, 2024	SELL	$34.68 - $40.02 $19,941 - $23,011	-575 Reduced 0.43%	131,750 $5.24 Million
Q1 2024 Apr 23, 2024	BUY	$31.73 - $37.92 $69,837 - $83,461	2,201 Added 1.69%	132,325 $5.02 Million
Q4 2023 Jan 16, 2024	SELL	$25.17 - $33.94 $32,721 - $44,122	-1,300 Reduced 0.99%	130,124 $4.38 Million
Q3 2023 Oct 19, 2023	BUY	$27.17 - $32.65 $186,793 - $224,468	6,875 Added 5.52%	131,424 $3.6 Million
Q2 2023 Jul 21, 2023	BUY	$26.99 - $30.56 $19,567 - $22,156	725 Added 0.59%	124,549 $3.57 Million
Q1 2023 Apr 21, 2023	BUY	$26.97 - $36.77 $103,834 - $141,564	3,850 Added 3.21%	123,824 $3.54 Million
Q4 2022 Jan 17, 2023	BUY	$29.77 - $38.41 $18,606 - $24,006	625 Added 0.52%	119,974 $3.97 Million
Q3 2022 Oct 19, 2022	BUY	$18.8 - $35.27 $10,340 - $19,398	550 Added 0.46%	119,349 $3.6 Million
Q2 2022 Jul 22, 2022	BUY	$31.13 - $40.9 $200,788 - $263,805	6,450 Added 5.74%	118,799 $3.7 Million
Q1 2022 Apr 22, 2022	BUY	$38.34 - $49.38 $866,484 - $1.12 Million	22,600 Added 25.18%	112,349 $4.63 Million
Q4 2021 Jan 18, 2022	BUY	$43.08 - $48.37 $3.87 Million - $4.34 Million	89,749 New	89,749 $3.99 Million

Others Institutions Holding BAC

# of Institutions

3,915

Shares Held

5.27B

Call Options Held

78.9M

Put Options Held

110M

View Full List

About Bank of America Corp

Ticker BAC
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 8,024,450,048
Market Cap $413B
Description
Bank of America Corporation, through its subsidiaries, provides banking and financial products and services for individual consumers, small and middle-market businesses, institutional investors, large corporations, and governments worldwide. Its Consumer Banking segment offers traditional and money market savings accounts, certificates of deposi...

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Asset Planning Services Inc Bank Of America Corp Transaction History