Cahill Financial Advisors’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
Q2 | $523K | Buy |
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|
2025
Q1 | $461K | Buy |
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|
2024
Q4 | $485K | Sell |
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|
2024
Q3 | $485K | Buy |
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|
2024
Q2 | $477K | Buy |
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|
2024
Q1 | $442K | Buy |
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|
2023
Q4 | $382K | Buy |
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|
2023
Q3 | $310K | Sell |
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|
2023
Q2 | $615K | Buy |
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|
2023
Q1 | $323K | Sell |
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|
2022
Q4 | $378K | Sell |
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|
2022
Q3 | $346K | Sell |
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|
2022
Q2 | $357K | Buy |
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|
2022
Q1 | $469K | Sell |
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|
2021
Q4 | $546K | Sell |
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|
2021
Q3 | $530K | Sell |
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|
2021
Q2 | $546K | Buy |
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|
2021
Q1 | $506K | Sell |
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|
2020
Q4 | $398K | Buy |
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|
2020
Q3 | $286K | Buy |
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|
2020
Q2 | $282K | Sell |
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|
2020
Q1 | $262K | Buy |
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|
2019
Q4 | $434K | Buy |
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|
2019
Q3 | $359K | Buy |
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|
2019
Q2 | $265K | Sell |
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|
2019
Q1 | $260K | Buy |
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|
2018
Q4 | $232K | Buy |
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|
2018
Q3 | $266K | Buy |
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|
2018
Q2 | $255K | Buy |
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|
2018
Q1 | $249K | Sell |
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|
2017
Q4 | $275K | Hold |
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|
2017
Q3 | $236K | Buy |
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|
2017
Q2 | $226K | Buy |
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|
2017
Q1 | $220K | Buy |
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|
2016
Q4 | $206K | Buy |
|