Montag & Caldwell’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	$71K	Hold	1,500	–	–	0.02%	99
2025 Q1	$62.6K	Hold	1,500	–	–	0.01%	98
2024 Q4	$65.9K	Buy	+1,500	New	+$65.9K	0.01%	104