BANK AMERICA CORP

Ticker: BAC CUSIP: 060505104 Class: COM

EP Wealth Advisors, LLC's Holding History (CIK: 0001540569)

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

Q4 2025
Shares 385,240 Value ($000) $21,188 Avg Close $52.67 Range $48.28 - $56.55
Q2 2025
Shares 464,672 Value ($000) $21,988 Avg Close $41.45 Range $32.53 - $47.16
Q1 2025
Shares 464,223 Value ($000) $19,372 Avg Close $43.62 Range $38.53 - $46.89
Q4 2024
Shares 447,303 Value ($000) $19,659 Avg Close $42.83 Range $37.64 - $46.73
Q3 2024
Shares 452,974 Value ($000) $17,974 Avg Close $38.77 Range $33.93 - $42.91
Q2 2024
Shares 437,324 Value ($000) $17,392 Avg Close $36.84 Range $32.78 - $38.95
Q1 2024
Shares 430,975 Value ($000) $16,343 Avg Close $32.80 Range $29.80 - $36.47
Q4 2023
Shares 414,249 Value ($000) $13,948 Avg Close $27.61 Range $23.60 - $32.47
Q3 2023
Shares 410,130 Value ($000) $11,229 Avg Close $27.82 Range $25.54 - $30.81
Q2 2023
Shares 160,691 Value ($000) $11,781 Avg Close $26.62 Range $24.96 - $28.77
Q1 2023
Shares 281,708 Value ($000) $185 Avg Close $30.57 Range $24.49 - $34.20
Q4 2022
Shares 141,028 Value ($000) $4,671 Avg Close $31.71 Range $26.93 - $35.47
Q3 2022
Shares 146,040 Value ($000) $4,410 Avg Close $30.59 Range $27.09 - $33.72
Q2 2022
Shares 133,868 Value ($000) $4,167 Avg Close $32.74 Range $27.97 - $37.89
Q1 2022
Shares 129,004 Value ($000) $5,318 Avg Close $40.82 Range $34.65 - $45.26
Q4 2021
Shares 137,506 Value ($000) $6,118 Avg Close $41.02 Range $38.05 - $43.77
Q3 2021
Shares 144,937 Value ($000) $6,153 Avg Close $36.09 Range $32.65 - $39.59
Q2 2021
Shares 174,039 Value ($000) $7,176 Avg Close $36.56 Range $33.32 - $38.90
Q1 2021
Shares 160,846 Value ($000) $6,223 Avg Close $30.64 Range $26.21 - $35.60
Q4 2020
Shares 117,730 Value ($000) $3,568 Avg Close $23.66 Range $20.36 - $27.07
Q3 2020
Shares 119,890 Value ($000) $2,888 Avg Close $21.82 Range $19.58 - $24.27
Q2 2020
Shares 128,820 Value ($000) $3,059 Avg Close $20.57 Range $16.95 - $25.37
Q1 2020
Shares 166,813 Value ($000) $3,541 Avg Close $25.91 Range $15.59 - $30.79
Q4 2019
Shares 192,553 Value ($000) $6,782 Avg Close $27.79 Range $23.31 - $30.83
Q3 2019
Shares 191,147 Value ($000) $5,576 Avg Close $24.57 Range $22.35 - $26.50
Q1 2019
Shares 41,507 Value ($000) $1,145 Avg Close $23.89 Range $20.26 - $25.56
Q4 2018
Shares 44,299 Value ($000) $1,092 Avg Close $22.80 Range $19.12 - $25.84
Q3 2018
Shares 45,492 Value ($000) $1,340 Avg Close $25.47 Range $23.08 - $26.65
Q2 2018
Shares 17,005 Value ($000) $479 Avg Close $24.85 Range $23.39 - $26.08
Q1 2018
Shares 13,625 Value ($000) $409 Avg Close $26.06 Range $24.13 - $27.49
Q4 2017
Shares 16,909 Value ($000) $685 Avg Close $22.78 Range $20.73 - $24.88
Q3 2017
Shares 12,505 Value ($000) $317 Avg Close $19.96 Range $18.77 - $21.16
Q2 2017
Shares 11,918 Value ($000) $289 Avg Close $19.10 Range $18.12 - $20.25
Q3 2016
Shares 10,251 Value ($000) $160 Avg Close $12.07 Range $10.07 - $13.20
Q2 2016
Shares 11,684 Value ($000) $155 Avg Close $11.34 Range $9.75 - $12.34
Q1 2016
Shares 11,507 Value ($000) $156 Avg Close $10.86 Range $8.83 - $13.32
Q4 2015
Shares 13,526 Value ($000) $228 Avg Close $13.56 Range $11.72 - $14.49
Q3 2015
Shares 10,378 Value ($000) $162 Avg Close $13.45 Range $11.66 - $14.75
Q2 2015
Shares 11,328 Value ($000) $192,800 Avg Close $13.13 Range $12.14 - $14.15
Q1 2015
Shares 12,178 Value ($000) $187,417 Avg Close $12.76 Range $11.88 - $14.31
Q4 2014
Shares 13,349 Value ($000) $239 Avg Close $13.55 Range $12.21 - $14.45
Q3 2014
Shares 20,748 Value ($000) $354 Avg Close $12.57 Range $11.71 - $13.61
Q2 2014
Shares 13,980 Value ($000) $215 Avg Close $12.24 Range $11.33 - $13.72
Q1 2014
Shares 16,357 Value ($000) $281 Avg Close $13.25 Range $12.35 - $14.21
Q4 2013
Shares 18,317 Value ($000) $285 Avg Close $11.68 Range $10.77 - $12.58
Q3 2013
Shares 26,031 Value ($000) $359 Avg Close $11.23 Range $10.01 - $11.82
Q2 2013
Shares 16,552 Value ($000) $213 Avg Close $10.03 Range $8.83 - $11.00