Question 1

How many shares of BAC does Capital Wealth Planning, LLC own?

Accepted Answer

Capital Wealth Planning, LLC previously held 0 shares of BAC (BANK OF AMERICA CORP) before exiting the position in 2022-Q1.

Question 2

What is Capital Wealth Planning, LLC's BAC position worth?

Accepted Answer

Capital Wealth Planning, LLC's BAC position was last reported at $0 in 2022-Q1 before the exit.

Question 3

Is Capital Wealth Planning, LLC buying or selling BAC?

Accepted Answer

In 2022-Q1, Capital Wealth Planning, LLC exited their BAC position entirely (-100.0% change in shares).

Question 4

When did Capital Wealth Planning, LLC first buy BAC?

Accepted Answer

Based on available 13F filings, Capital Wealth Planning, LLC first reported a position in BAC in 2019-Q1. They have held the position across 13 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2022-Q1 Latest	Exited	0	-100.0%	$0	0.0%	$37.01	0
2021-Q4	Decreased	8,209	-60.8%	$366,000	0.0%	$39.76	0
2021-Q3	Decreased	20,935	-9.8%	$889,000	0.0%	$37.75	0
2021-Q2	Unchanged	23,208	0.0%	$956,000	0.0%	$36.48	0
2021-Q1	Unchanged	23,208	0.0%	$898,000	0.0%	$34.09	0
2020-Q4	Decreased	23,208	-12.2%	$732,000	0.0%	$26.57	0
2020-Q3	Decreased	26,435	-5.4%	$637,000	0.0%	$20.99	0
2020-Q2	Decreased	27,945	-16.0%	$664,000	0.0%	$20.55	0
2020-Q1	Decreased	33,266	-12.8%	$706,000	0.0%	$18.24	0
2019-Q4	Increased	38,141	+0.0%	$1.3M	0.1%	$30.07	25
2019-Q3	Decreased	38,138	-3.3%	$1.2M	0.1%	$24.77	0
2019-Q2	Increased	39,456	+44.7%	$1.1M	0.1%	$24.46	34
2019-Q1	New	27,267	-	$752,000	0.5%	$23.15	41

BAC13 quarters

BAC
13 quarters