CAM
Cypress Asset Management’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $861K | Buy |
18,202
+100
| +0.6% | +$4.73K | 0.21% | 72 |
|
|
2025
Q1 | $755K | Buy |
18,102
+1,320
| +8% | +$55.1K | 0.2% | 75 |
|
|
2024
Q4 | $751K | Sell |
16,782
-360
| -2% | -$16.1K | 0.19% | 73 |
|
|
2024
Q3 | $680K | Buy |
17,142
+1,325
| +8% | +$52.6K | 0.17% | 80 |
|
|
2024
Q2 | $641K | Buy |
15,817
+450
| +3% | +$18.2K | 0.17% | 77 |
|
|
2024
Q1 | $594K | Buy |
15,367
+10
| +0.1% | +$387 | 0.16% | 83 |
|
|
2023
Q4 | $517K | Sell |
15,357
-5,220
| -25% | -$176K | 0.16% | 86 |
|
|
2023
Q3 | $558K | Sell |
20,577
-1,330
| -6% | -$36K | 0.19% | 88 |
|
|
2023
Q2 | $653K | Sell |
21,907
-1,085
| -5% | -$32.3K | 0.21% | 86 |
|
|
2023
Q1 | $658K | Buy |
22,992
+1,470
| +7% | +$42K | 0.23% | 87 |
|
|
2022
Q4 | $718K | Buy |
21,522
+415
| +2% | +$13.8K | 0.26% | 84 |
|
|
2022
Q3 | $637K | Buy |
21,107
+300
| +1% | +$9.05K | 0.24% | 88 |
|
|
2022
Q2 | $648K | Buy |
20,807
+1,650
| +9% | +$51.4K | 0.23% | 90 |
|
|
2022
Q1 | $790K | Sell |
19,157
-1,700
| -8% | -$70.1K | 0.23% | 89 |
|
|
2021
Q4 | $928K | Sell |
20,857
-2,461
| -11% | -$109K | 0.22% | 92 |
|
|
2021
Q3 | $990K | Buy |
23,318
+1,000
| +4% | +$42.5K | 0.26% | 88 |
|
|
2021
Q2 | $920K | Buy |
22,318
+930
| +4% | +$38.3K | 0.24% | 95 |
|
|
2021
Q1 | $828K | Buy |
21,388
+11,282
| +112% | +$437K | 0.23% | 96 |
|
|
2020
Q4 | $306K | Hold |
10,106
| – | – | 0.09% | 128 |
|
|
2020
Q3 | $243K | Sell |
10,106
-1
| -0% | -$24 | 0.08% | 124 |
|
|
2020
Q2 | $240K | Buy |
+10,107
| New | +$240K | 0.08% | 122 |
|
|
2020
Q1 | – | Sell |
-7,405
| Closed | -$261K | – | 119 |
|
|
2019
Q4 | $261K | Buy |
+7,405
| New | +$261K | 0.09% | 119 |
|