BANK AMERICA CORP

Ticker: BAC CUSIP: 060505104 Class: COM

Holistic Financial Partners's Holding History (CIK: 0001729304)

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

Q4 2025
Shares 7,896 Value ($000) $434 Avg Close $52.67 Range $48.28 - $56.55
Q3 2025
Shares 7,713 Value ($000) $398 Avg Close $48.34 Range $44.27 - $52.61
Q2 2025
Shares 8,927 Value ($000) $422 Avg Close $41.45 Range $32.53 - $47.16
Q2 2021
Shares 5,915 Value ($000) $244 Avg Close $36.56 Range $33.32 - $38.90
Q1 2021
Shares 5,981 Value ($000) $231 Avg Close $30.64 Range $26.21 - $35.60
Q1 2018
Shares 4,244 Value ($000) $127 Avg Close $26.06 Range $24.13 - $27.49
Q4 2017
Shares 4,727 Value ($000) $140 Avg Close $22.78 Range $20.73 - $24.88