BANK AMERICA CORP

Ticker: BAC CUSIP: 060505104 Class: COM

Heritage Wealth Management, Inc.'s Holding History (CIK: 0001944755)

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

Q4 2025
Shares 20,291 Value ($000) $1,116 Avg Close $52.67 Range $48.28 - $56.55
Q3 2025
Shares 20,786 Value ($000) $1,072 Avg Close $48.34 Range $44.27 - $52.61
Q2 2025
Shares 20,933 Value ($000) $991 Avg Close $41.45 Range $32.53 - $47.16
Q1 2025
Shares 20,929 Value ($000) $873 Avg Close $43.62 Range $38.53 - $46.89
Q4 2024
Shares 20,557 Value ($000) $903 Avg Close $42.83 Range $37.64 - $46.73
Q3 2024
Shares 21,664 Value ($000) $860 Avg Close $38.77 Range $33.93 - $42.91
Q2 2024
Shares 21,660 Value ($000) $875 Avg Close $36.84 Range $32.78 - $38.95