CPWM
Cypress Point 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 | $249K | Buy |
+5,253
| New | +$249K | 0.06% | 75 |
|
|
2021
Q4 | – | Sell |
-1,000
| Closed | -$42K | – | 41 |
|
|
2021
Q3 | $42K | Hold |
1,000
| – | – | 0.03% | 62 |
|
|
2021
Q2 | $41K | Buy |
+1,000
| New | +$41K | 0.03% | 67 |
|
|
2021
Q1 | – | Sell |
-12,900
| Closed | -$391K | – | 117 |
|
|
2020
Q4 | $391K | Buy |
+12,900
| New | +$391K | 0.59% | 59 |
|