BANK AMERICA CORP

Ticker: BAC CUSIP: 060505104 Class: COM

Montz Harcus Wealth Management LLC's Holding History (CIK: 0001918613)

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

Q4 2025
Shares 8,156 Value ($000) $449 Avg Close $52.67 Range $48.28 - $56.55
Q3 2025
Shares 7,234 Value ($000) $373 Avg Close $48.34 Range $44.27 - $52.61
Q2 2025
Shares 6,882 Value ($000) $326 Avg Close $41.45 Range $32.53 - $47.16
Q1 2025
Shares 6,959 Value ($000) $290 Avg Close $43.62 Range $38.53 - $46.89
Q4 2024
Shares 6,812 Value ($000) $299 Avg Close $42.83 Range $37.64 - $46.73
Q3 2024
Shares 6,980 Value ($000) $277 Avg Close $38.77 Range $33.93 - $42.91
Q2 2024
Shares 6,939 Value ($000) $276 Avg Close $36.84 Range $32.78 - $38.95
Q1 2024
Shares 6,953 Value ($000) $264 Avg Close $32.80 Range $29.80 - $36.47
Q4 2023
Shares 6,729 Value ($000) $227 Avg Close $27.61 Range $23.60 - $32.47
Q4 2022
Shares 6,199 Value ($000) $205 Avg Close $31.71 Range $26.93 - $35.47