Cassady Schiller 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $48.4K | Buy |
1,102
+327
| +42% | +$14.4K | 0.02% | 206 |
|
|
2024
Q3 | $30.8K | Hold |
775
| – | – | 0.01% | 237 |
|
|
2024
Q2 | $30.8K | Hold |
775
| – | – | 0.01% | 238 |
|
|
2024
Q1 | $29.4K | Buy |
775
+75
| +11% | +$2.84K | 0.01% | 250 |
|
|
2023
Q4 | $23.6K | Hold |
700
| – | – | 0.01% | 263 |
|
|
2023
Q3 | $19.2K | Hold |
700
| – | – | 0.01% | 276 |
|
|
2023
Q2 | $20.1K | Hold |
700
| – | – | 0.01% | 279 |
|
|
2023
Q1 | $20K | Hold |
700
| – | – | 0.01% | 270 |
|
|
2022
Q4 | $23.2K | Buy |
+700
| New | +$23.2K | 0.01% | 259 |
|
|
2022
Q1 | – | Sell |
-867
| Closed | -$39K | – | 155 |
|
|
2021
Q4 | $39K | Buy |
+867
| New | +$39K | 0.02% | 219 |
|