Circle Wealth Management, LLC's ownership history for BAC

Circle Wealth Management, LLC currently holds 19.4K shares with a market value of $999.9K. It started holding BAC on 2024-09-30. At its peak, it held 19.4K shares on 2025-09-30. Its highest holding value was $999.9K on 2025-09-30. At its lowest, it held 19.0K shares on 2024-12-31, with a value of $769.0K on 2024-09-30. In the recent 180 days, Circle Wealth Management, LLC has increased its shares by 88. In the recent year, Circle Wealth Management, LLC has increased its shares by 1.