CWM

Cedar 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	$9.06K	Buy	191 +86	+82%	+$4.08K	﹤0.01%	162
2025 Q1	$4.38K	Hold	105	–	–	﹤0.01%	160
2024 Q4	$4.62K	Hold	105	–	–	﹤0.01%	157
2024 Q3	$4.17K	Hold	105	–	–	﹤0.01%	233
2024 Q2	$4.18K	Hold	105	–	–	﹤0.01%	262
2024 Q1	$3.98K	Hold	105	–	–	﹤0.01%	293
2023 Q4	$3.54K	Hold	105	–	–	﹤0.01%	250
2023 Q3	$2.88K	Sell	105 -50	-32%	-$1.37K	﹤0.01%	259
2023 Q2	$4.45K	Hold	155	–	–	﹤0.01%	257
2023 Q1	$4.43K	Hold	155	–	–	﹤0.01%	251
2022 Q4	$5.13K	Hold	155	–	–	﹤0.01%	244
2022 Q3	$5K	Sell	155 -25	-14%	-$806	﹤0.01%	275
2022 Q2	$6K	Hold	180	–	–	﹤0.01%	280
2022 Q1	$7K	Sell	180 -83	-32%	-$3.23K	﹤0.01%	305
2021 Q4	$12K	Buy	263 +100	+61%	+$4.56K	﹤0.01%	278
2021 Q3	$7K	Hold	163	–	–	﹤0.01%	238
2021 Q2	$7K	Sell	163 -50	-23%	-$2.15K	﹤0.01%	242
2021 Q1	$8K	Hold	213	–	–	﹤0.01%	212
2020 Q4	$6K	Hold	213	–	–	﹤0.01%	205
2020 Q3	$5K	Hold	213	–	–	﹤0.01%	202
2020 Q2	$5K	Sell	213 -410	-66%	-$9.62K	﹤0.01%	200
2020 Q1	$13K	Hold	623	–	–	0.01%	176
2019 Q4	$22K	Hold	623	–	–	0.01%	120
2019 Q3	$18K	Hold	623	–	–	0.01%	120
2019 Q2	$18K	Hold	623	–	–	0.01%	138
2019 Q1	$17K	Hold	623	–	–	0.01%	133
2018 Q4	$15K	Hold	623	–	–	0.01%	123
2018 Q3	$18K	Hold	623	–	–	0.01%	113
2018 Q2	$18K	Hold	623	–	–	0.01%	102
2018 Q1	$19K	Hold	623	–	–	0.01%	97
2017 Q4	$18K	Hold	623	–	–	0.01%	99
2017 Q3	$16K	Hold	623	–	–	0.01%	103
2017 Q2	$15K	Hold	623	–	–	0.01%	102
2017 Q1	$15K	Hold	623	–	–	0.01%	100
2016 Q4	$14K	Hold	623	–	–	0.01%	102
2016 Q3	$10K	Buy	+623	New	+$10K	0.01%	91