Bank of America Corporation shares owned by Cassaday & Co Wealth Management
Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by Cassaday & Co Wealth Management
from 13F filings
Historical chart of Cassaday & Co Wealth Management investment in Bank of America Corporation
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Quarterly reported holdings in Bank of America Corporation by Cassaday & Co Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.6M | 29k | 55.00 |
| 2025-09-30 | $1.5M | 28k | 51.59 |
| 2025-06-30 | $1.3M | 28k | 47.32 |
| 2025-03-31 | $1.2M | 28k | 41.73 |
| 2024-12-31 | $1.2M | 28k | 43.95 |
| 2024-09-30 | $1.1M | 27k | 39.68 |
| 2024-06-30 | $880k | 22k | 39.77 |
| 2024-03-31 | $866k | 23k | 37.92 |
| 2023-12-31 | $769k | 23k | 33.67 |
| 2023-09-30 | $601k | 22k | 27.38 |
| 2023-06-30 | $763k | 27k | 28.69 |
| 2023-03-31 | $748k | 26k | 28.60 |
| 2022-12-31 | $873k | 26k | 33.12 |
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