Cassaday & Co Wealth 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 | $1.34M | Buy |
28,291
+501
| +2% | +$23.7K | 0.03% | 106 |
|
|
2025
Q1 | $1.16M | Buy |
27,790
+146
| +0.5% | +$6.09K | 0.03% | 100 |
|
|
2024
Q4 | $1.21M | Buy |
27,644
+652
| +2% | +$28.7K | 0.03% | 99 |
|
|
2024
Q3 | $1.07M | Buy |
26,992
+4,878
| +22% | +$194K | 0.03% | 107 |
|
|
2024
Q2 | $879K | Sell |
22,114
-718
| -3% | -$28.6K | 0.03% | 118 |
|
|
2024
Q1 | $866K | Sell |
22,832
-14
| -0.1% | -$531 | 0.03% | 117 |
|
|
2023
Q4 | $769K | Buy |
22,846
+908
| +4% | +$30.6K | 0.03% | 116 |
|
|
2023
Q3 | $601K | Sell |
21,938
-4,641
| -17% | -$127K | 0.03% | 132 |
|
|
2023
Q2 | $763K | Buy |
26,579
+441
| +2% | +$12.7K | 0.03% | 116 |
|
|
2023
Q1 | $748K | Sell |
26,138
-210
| -0.8% | -$6.01K | 0.03% | 122 |
|
|
2022
Q4 | $873K | Buy |
+26,348
| New | +$873K | 0.04% | 101 |
|