BANK AMERICA CORP

Ticker: BAC CUSIP: 060505104 Class: COM

Institute for Wealth Management, LLC.'s Holding History (CIK: 0001533954)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 77,601 Value ($000) $4,268 Avg Close $52.67 Range $48.28 - $56.55
Q3 2025
Shares 78,410 Value ($000) $4,045 Avg Close $48.34 Range $44.27 - $52.61
Q2 2025
Shares 79,300 Value ($000) $3,752 Avg Close $41.45 Range $32.53 - $47.16
Q1 2025
Shares 79,817 Value ($000) $3,331 Avg Close $43.62 Range $38.53 - $46.89
Q4 2024
Shares 79,689 Value ($000) $3,502 Avg Close $42.83 Range $37.64 - $46.73
Q3 2024
Shares 80,342 Value ($000) $3,188 Avg Close $38.77 Range $33.93 - $42.91
Q2 2024
Shares 81,526 Value ($000) $3,242 Avg Close $36.84 Range $32.78 - $38.95
Q1 2024
Shares 81,723 Value ($000) $3,099 Avg Close $32.80 Range $29.80 - $36.47
Q4 2023
Shares 81,773 Value ($000) $2,753 Avg Close $27.61 Range $23.60 - $32.47
Q3 2023
Shares 82,050 Value ($000) $2,247 Avg Close $27.82 Range $25.54 - $30.81
Q2 2023
Shares 79,776 Value ($000) $2,289 Avg Close $26.62 Range $24.96 - $28.77
Q1 2023
Shares 76,419 Value ($000) $2,186 Avg Close $30.57 Range $24.49 - $34.20
Q4 2022
Shares 77,451 Value ($000) $2,565 Avg Close $31.71 Range $26.93 - $35.47
Q3 2022
Shares 83,055 Value ($000) $2,508 Avg Close $30.59 Range $27.09 - $33.72
Q2 2022
Shares 83,117 Value ($000) $2,587 Avg Close $32.74 Range $27.97 - $37.89
Q1 2022
Shares 95,247 Value ($000) $3,926 Avg Close $40.82 Range $34.65 - $45.26
Q4 2021
Shares 94,108 Value ($000) $4,187 Avg Close $41.02 Range $38.05 - $43.77
Q3 2021
Shares 94,606 Value ($000) $4,016 Avg Close $36.09 Range $32.65 - $39.59
Q2 2021
Shares 93,861 Value ($000) $3,870 Avg Close $36.56 Range $33.32 - $38.90
Q1 2021
Shares 94,711 Value ($000) $3,664 Avg Close $30.64 Range $26.21 - $35.60
Q4 2020
Shares 97,317 Value ($000) $2,950 Avg Close $23.66 Range $20.36 - $27.07
Q3 2020
Shares 95,743 Value ($000) $2,306 Avg Close $21.82 Range $19.58 - $24.27
Q2 2020
Shares 97,573 Value ($000) $2,317 Avg Close $20.57 Range $16.95 - $25.37
Q1 2020
Shares 97,007 Value ($000) $2,059 Avg Close $25.91 Range $15.59 - $30.79
Q4 2019
Shares 117,524 Value ($000) $4,139 Avg Close $27.79 Range $23.31 - $30.83
Q3 2019
Shares 120,760 Value ($000) $3,523 Avg Close $24.57 Range $22.35 - $26.50
Q2 2019
Shares 147,537 Value ($000) $4,279 Avg Close $24.50 Range $22.39 - $26.44
Q1 2019
Shares 142,099 Value ($000) $3,921 Avg Close $23.89 Range $20.26 - $25.56
Q4 2018
Shares 135,007 Value ($000) $3,325 Avg Close $22.80 Range $19.12 - $25.84
Q3 2018
Shares 124,146 Value ($000) $3,742 Avg Close $25.47 Range $23.08 - $26.65
Q2 2018
Shares 131,463 Value ($000) $3,699 Avg Close $24.85 Range $23.39 - $26.08
Q1 2018
Shares 132,289 Value ($000) $3,964 Avg Close $26.06 Range $24.13 - $27.49
Q4 2017
Shares 174,770 Value ($000) $5,328 Avg Close $22.78 Range $20.73 - $24.88
Q3 2017
Shares 127,959 Value ($000) $3,244 Avg Close $19.96 Range $18.77 - $21.16
Q2 2017
Shares 128,575 Value ($000) $3,111 Avg Close $19.10 Range $18.12 - $20.25
Q2 2013
Shares 1,000 Value ($000) $13 Avg Close $10.03 Range $8.83 - $11.00