BANK AMERICA CORP

Ticker: BAC CUSIP: 060505104 Class: COM

WealthPlan Investment Management, LLC's Holding History (CIK: 0001929986)

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

Q4 2025
Shares 39,491 Value ($000) $2,172 Avg Close $52.67 Range $48.28 - $56.55
Q3 2025
Shares 13,603 Value ($000) $702 Avg Close $48.34 Range $44.27 - $52.61
Q2 2025
Shares 13,356 Value ($000) $632 Avg Close $41.45 Range $32.53 - $47.16
Q1 2025
Shares 11,942 Value ($000) $498 Avg Close $43.62 Range $38.53 - $46.89
Q4 2024
Shares 11,868 Value ($000) $522 Avg Close $42.83 Range $37.64 - $46.73
Q3 2024
Shares 35,266 Value ($000) $1,399 Avg Close $38.77 Range $33.93 - $42.91
Q2 2024
Shares 16,253 Value ($000) $646 Avg Close $36.84 Range $32.78 - $38.95
Q1 2024
Shares 16,112 Value ($000) $611 Avg Close $32.80 Range $29.80 - $36.47
Q4 2023
Shares 16,032 Value ($000) $540 Avg Close $27.61 Range $23.60 - $32.47
Q3 2023
Shares 16,032 Value ($000) $439 Avg Close $27.82 Range $25.54 - $30.81
Q2 2023
Shares 217 Value ($000) $6 Avg Close $26.62 Range $24.96 - $28.77
Q1 2023
Shares 15,954 Value ($000) $456 Avg Close $30.57 Range $24.49 - $34.20
Q4 2022
Shares 25,941 Value ($000) $925 Avg Close $31.71 Range $26.93 - $35.47
Q3 2022
Shares 24,002 Value ($000) $786 Avg Close $30.59 Range $27.09 - $33.72
Q1 2022
Shares 20,180 Value ($000) $720 Avg Close $40.82 Range $34.65 - $45.26