Cassaday & Co 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.47M | Buy |
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|
2025
Q2 | $1.34M | Buy |
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|
2025
Q1 | $1.16M | Buy |
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|
2024
Q4 | $1.21M | Buy |
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|
2024
Q3 | $1.07M | Buy |
|
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|
2024
Q2 | $879K | Sell |
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|
2024
Q1 | $866K | Sell |
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|
2023
Q4 | $769K | Buy |
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|
2023
Q3 | $601K | Sell |
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|
2023
Q2 | $763K | Buy |
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|
2023
Q1 | $748K | Sell |
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|
2022
Q4 | $873K | Buy |
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