Cahaba Wealth Management’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $543K | Buy |
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|
2025
Q2 | $497K | Sell |
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|
2025
Q1 | $488K | Sell |
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|
2024
Q4 | $525K | Buy |
|
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|
2024
Q3 | $473K | Buy |
|
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|
2024
Q2 | $473K | Sell |
|
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|
2024
Q1 | $473K | Buy |
|
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|
2023
Q4 | $398K | Sell |
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|
2023
Q3 | $403K | Sell |
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|
2023
Q2 | $443K | Buy |
|
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|
2023
Q1 | $420K | Buy |
|
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|
2022
Q4 | $380K | Sell |
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|
2022
Q3 | $573K | Sell |
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|
2022
Q2 | $636K | Sell |
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|
2022
Q1 | $769K | Sell |
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|
2021
Q4 | $983K | Buy |
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|
2021
Q3 | $930K | Buy |
|