CWM
Cahaba Wealth Management’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $497K | Sell |
10,496
-1,194
| -10% | -$56.5K | 0.04% | 94 |
|
|
2025
Q1 | $488K | Sell |
11,690
-259
| -2% | -$10.8K | 0.04% | 92 |
|
|
2024
Q4 | $525K | Buy |
11,949
+24
| +0.2% | +$1.06K | 0.04% | 87 |
|
|
2024
Q3 | $473K | Buy |
11,925
+26
| +0.2% | +$1.03K | 0.04% | 92 |
|
|
2024
Q2 | $473K | Sell |
11,899
-580
| -5% | -$23.1K | 0.04% | 91 |
|
|
2024
Q1 | $473K | Buy |
12,479
+669
| +6% | +$25.4K | 0.04% | 89 |
|
|
2023
Q4 | $398K | Sell |
11,810
-2,901
| -20% | -$97.7K | 0.04% | 91 |
|
|
2023
Q3 | $403K | Sell |
14,711
-726
| -5% | -$19.9K | 0.04% | 89 |
|
|
2023
Q2 | $443K | Buy |
15,437
+744
| +5% | +$21.3K | 0.05% | 85 |
|
|
2023
Q1 | $420K | Buy |
14,693
+3,217
| +28% | +$92K | 0.05% | 89 |
|
|
2022
Q4 | $380K | Sell |
11,476
-7,519
| -40% | -$249K | 0.05% | 94 |
|
|
2022
Q3 | $573K | Sell |
18,995
-1,445
| -7% | -$43.6K | 0.08% | 67 |
|
|
2022
Q2 | $636K | Sell |
20,440
-1,121
| -5% | -$34.9K | 0.09% | 60 |
|
|
2022
Q1 | $769K | Sell |
21,561
-523
| -2% | -$18.7K | 0.11% | 57 |
|
|
2021
Q4 | $983K | Buy |
22,084
+171
| +0.8% | +$7.61K | 0.13% | 50 |
|
|
2021
Q3 | $930K | Buy |
+21,913
| New | +$930K | 0.14% | 48 |
|