Cardinal Point Capital Management’s Bank of America BAC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.2M	Buy	25,285 +4,644	+22%	+$220K	0.09%	97
2025 Q1	$861K	Buy	+20,641	New	+$861K	0.08%	91