Cache Advisors’s Bank of America BAC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$380K Hold
8,036
0.1% 74
2025
Q1
$335K Hold
8,036
0.13% 66
2024
Q4
$353K Buy
+8,036
New +$353K 0.15% 60