BANK AMERICA CORP

Ticker: BAC CUSIP: 060505104 Class: COM

SUMMIT WEALTH & RETIREMENT PLANNING, INC.'s Holding History (CIK: 0001766995)

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

Q4 2025
Shares 15,292 Value ($000) $841 Avg Close $52.67 Range $48.28 - $56.55
Q3 2025
Shares 15,543 Value ($000) $802 Avg Close $48.34 Range $44.27 - $52.61
Q2 2025
Shares 15,543 Value ($000) $735 Avg Close $41.45 Range $32.53 - $47.16
Q1 2025
Shares 16,494 Value ($000) $688 Avg Close $43.62 Range $38.53 - $46.89
Q4 2024
Shares 14,218 Value ($000) $625 Avg Close $42.83 Range $37.64 - $46.73
Q3 2024
Shares 13,273 Value ($000) $527 Avg Close $38.77 Range $33.93 - $42.91
Q2 2024
Shares 12,503 Value ($000) $497 Avg Close $36.84 Range $32.78 - $38.95
Q1 2024
Shares 12,770 Value ($000) $484 Avg Close $32.80 Range $29.80 - $36.47
Q1 2021
Shares 5,462 Value ($000) $211 Avg Close $30.64 Range $26.21 - $35.60
Q4 2019
Shares 5,848 Value ($000) $206 Avg Close $27.79 Range $23.31 - $30.83
Q2 2019
Shares 7,236 Value ($000) $210 Avg Close $24.50 Range $22.39 - $26.44
Q1 2019
Shares 7,236 Value ($000) $200 Avg Close $23.89 Range $20.26 - $25.56