Bernardo Wealth Planning LLC's ownership history for BAC

Bernardo Wealth Planning LLC currently holds 4.3K shares with a market value of $236.5K. It started holding BAC on 2025-09-30. At its peak, it held 4.3K shares on 2025-12-31. Its highest holding value was $236.5K on 2025-12-31. At its lowest, it held 4.2K shares on 2025-09-30, with a value of $216.1K on 2025-09-30.