Cherry Tree 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 | $13.7K | Sell |
290
-230
| -44% | -$10.9K | ﹤0.01% | 374 |
|
|
2025
Q1 | $21.7K | Buy |
520
+125
| +32% | +$5.22K | 0.01% | 345 |
|
|
2024
Q4 | $17.4K | Buy |
395
+13
| +3% | +$571 | ﹤0.01% | 357 |
|
|
2024
Q3 | $15.2K | Hold |
382
| – | – | ﹤0.01% | 371 |
|
|
2024
Q2 | $15.2K | Buy |
382
+166
| +77% | +$6.6K | ﹤0.01% | 355 |
|
|
2024
Q1 | $8.19K | Hold |
216
| – | – | ﹤0.01% | 397 |
|
|
2023
Q4 | $7.27K | Hold |
216
| – | – | ﹤0.01% | 394 |
|
|
2023
Q3 | $5.92K | Hold |
216
| – | – | ﹤0.01% | 388 |
|
|
2023
Q2 | $6.2K | Buy |
+216
| New | +$6.2K | ﹤0.01% | 382 |
|