DEFINED WEALTH MANAGEMENT, LLC's ownership history for BAC

DEFINED WEALTH MANAGEMENT, LLC currently holds 14.3K shares with a market value of $784.8K. It started holding BAC on 2024-09-30. At its peak, it held 14.4K shares on 2024-12-31. Its highest holding value was $784.8K on 2025-12-31. At its lowest, it held 13.9K shares on 2025-06-30, with a value of $564.6K on 2024-09-30. In the recent 180 days, DEFINED WEALTH MANAGEMENT, LLC has increased its shares by 388. In the recent year, DEFINED WEALTH MANAGEMENT, LLC has decreased its shares by 88.