Cherrydale 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 | $448K | Sell |
9,469
-125
| -1% | -$5.92K | 0.16% | 45 |
|
|
2025
Q1 | $400K | Sell |
9,594
-433
| -4% | -$18.1K | 0.16% | 43 |
|
|
2024
Q4 | $441K | Buy |
10,027
+399
| +4% | +$17.5K | 0.17% | 41 |
|
|
2024
Q3 | $382K | Buy |
9,628
+10
| +0.1% | +$397 | 0.16% | 43 |
|
|
2024
Q2 | $383K | Buy |
9,618
+507
| +6% | +$20.2K | 0.17% | 42 |
|
|
2024
Q1 | $346K | Buy |
9,111
+710
| +8% | +$26.9K | 0.16% | 40 |
|
|
2023
Q4 | $283K | Buy |
+8,401
| New | +$283K | 0.15% | 41 |
|
|
2022
Q2 | – | Sell |
-5,652
| Closed | -$232K | – | 35 |
|
|
2022
Q1 | $232K | Sell |
5,652
-753
| -12% | -$30.9K | 0.17% | 34 |
|
|
2021
Q4 | $285K | Buy |
+6,405
| New | +$285K | 0.21% | 30 |
|