MERITAGE PORTFOLIO MANAGEMENT's ownership history for BAC

MERITAGE PORTFOLIO MANAGEMENT currently holds 4.2K shares with a market value of $229.8K. It started holding BAC on 2025-06-30. At its peak, it held 4.5K shares on 2025-06-30. Its highest holding value was $229.8K on 2025-12-31. At its lowest, it held 4.2K shares on 2025-12-31, with a value of $210.7K on 2025-06-30. In the recent 180 days, MERITAGE PORTFOLIO MANAGEMENT has decreased its shares by 275.