WR Wealth Planners, LLC
- SEC CIK
- 0002031978
- Latest filing
- Feb 5, 2025
BAC holding history
Bank of America Corp in every 13F filed by WR Wealth Planners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
BAC overviewAll 13F holders of BACFull Q4 2024 holdings
- Shares (Q4 2024)
- 1,189
- Value
- $52.3K
- % of portfolio
- <0.1%
- Quarters held
- 12
- Since Q1 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2024 | 1,189 | $52.3K | <0.1% | −7,477−86.3% | Reduced | Holders |
| Q3 2024 | 8,666 | $343.9K | 0.1% | −2,831−24.6% | Reduced | Holders |
| Q2 2024 | 11,497 | $457.2K | 0.1% | +301+2.7% | Added | Holders |
| Q1 2024 | 11,196 | $424.6K | 0.1% | −151−1.3% | Reduced | Holders |
| Q4 2023 | 11,347 | $382.1K | 0.1% | −63−0.6% | Reduced | Holders |
| Q3 2023 | 11,410 | $312.4K | 0.1% | −26−0.2% | Reduced | Holders |
| Q2 2023 | 11,436 | $328.1K | 0.1% | +780+7.3% | Added | Holders |
| Q1 2023 | 10,656 | $304.8K | 0.1% | +10,647+118,300.0% | Added | Holders |
| Q4 2022 | 9 | $298 | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2022 | 9 | $272 | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2022 | 9 | $280 | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2022 | 9 | $371 | <0.1% | – | No prior filing | Holders |