BANK AMERICA CORP

Ticker: BAC CUSIP: 060505104 Class: COM

Beverly Hills Private Wealth, LLC's Holding History (CIK: 0001965710)

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

Q4 2025
Shares 26,733 Value ($000) $1,470 Avg Close $52.67 Range $48.28 - $56.55
Q3 2025
Shares 27,514 Value ($000) $1,419 Avg Close $48.34 Range $44.27 - $52.61
Q2 2025
Shares 27,623 Value ($000) $1,307 Avg Close $41.45 Range $32.53 - $47.16
Q1 2025
Shares 29,299 Value ($000) $1,223 Avg Close $43.62 Range $38.53 - $46.89
Q4 2024
Shares 29,302 Value ($000) $1,288 Avg Close $42.83 Range $37.64 - $46.73
Q3 2024
Shares 36,479 Value ($000) $1,447 Avg Close $38.77 Range $33.93 - $42.91
Q2 2024
Shares 39,502 Value ($000) $1,571 Avg Close $36.84 Range $32.78 - $38.95
Q1 2024
Shares 41,304 Value ($000) $1,566 Avg Close $32.80 Range $29.80 - $36.47
Q4 2023
Shares 39,305 Value ($000) $1,323 Avg Close $27.61 Range $23.60 - $32.47
Q3 2023
Shares 44,291 Value ($000) $1,213 Avg Close $27.82 Range $25.54 - $30.81
Q2 2023
Shares 64,321 Value ($000) $2,013 Avg Close $26.62 Range $24.96 - $28.77
Q1 2023
Shares 46,132 Value ($000) $1,319 Avg Close $30.57 Range $24.49 - $34.20
Q4 2022
Shares 27,897 Value ($000) $924 Avg Close $31.71 Range $26.93 - $35.47