Cabot Wealth Management’s Bank of America BAC Stock Holding History

Cabot Wealth Management’s Portfolio BAC Stock Details BAC Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$216K	Buy
2021 Q3	–	Sell
2021 Q2	$347K	Buy
2021 Q1	$320K	Buy