Cypress Point Wealth Management’s Bank of America BAC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$271K Buy
2025
Q2
$249K Buy
2021
Q4
Sell
2021
Q3
$42K Hold
2021
Q2
$41K Buy
2021
Q1
Sell
2020
Q4
$391K Buy