CDWM
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Campbell Deegan 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
$371K Sell
7,836
-4,444
-36% -$210K 0.37% 24
2025
Q1
$512K Buy
12,280
+2,721
+28% +$114K 0.59% 17
2024
Q4
$420K Buy
+9,559
New +$420K 0.5% 27