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
2026 Q1	$522K	Buy	10,708 +124	+1%	+$6.4K	0.04%	93
2025 Q4	$582K	Buy	10,584 +57	+0.5%	+$3.01K	0.04%	84
2025 Q3	$543K	Buy	10,527 +31	+0.3%	+$1.51K	0.04%	90
2025 Q2	$497K	Sell	10,496 -1,194	-10%	-$50.2K	0.04%	94
2025 Q1	$488K	Sell	11,690 -259	-2%	-$11.5K	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%	+$1.04K	0.04%	92
2024 Q2	$473K	Sell	11,899 -580	-5%	-$22.2K	0.04%	91
2024 Q1	$473K	Buy	12,479 +669	+6%	+$23K	0.04%	89
2023 Q4	$398K	Sell	11,810 -2,901	-20%	-$84.5K	0.04%	91
2023 Q3	$403K	Sell	14,711 -726	-5%	-$21.5K	0.04%	89
2023 Q2	$443K	Buy	15,437 +744	+5%	+$21.2K	0.05%	85
2023 Q1	$420K	Buy	14,693 +3,217	+28%	+$106K	0.05%	89
2022 Q4	$380K	Sell	11,476 -7,519	-40%	-$259K	0.05%	94
2022 Q3	$573K	Sell	18,995 -1,445	-7%	-$48.3K	0.08%	67
2022 Q2	$636K	Sell	20,440 -1,121	-5%	-$40.4K	0.09%	60
2022 Q1	$769K	Sell	21,561 -523	-2%	-$23.6K	0.11%	57
2021 Q4	$983K	Buy	22,084 +171	+0.8%	+$7.79K	0.13%	50
2021 Q3	$930K	Buy	+21,913	New	+$883K	0.14%	48