Capital Planning Advisors, LLC's ownership history for BAC

Capital Planning Advisors, LLC currently holds 62.3K shares with a market value of $3.4M. It started holding BAC on 2024-09-30. At its peak, it held 62.3K shares on 2025-12-31. Its highest holding value was $3.4M on 2025-12-31. At its lowest, it held 16.9K shares on 2024-09-30, with a value of $670.8K on 2024-09-30. In the recent 180 days, Capital Planning Advisors, LLC has increased its shares by 41.0K. In the recent year, Capital Planning Advisors, LLC has increased its shares by 45.4K.