Morton Capital Management LLC/CA's ownership history for BAC

Morton Capital Management LLC/CA currently holds 6.4K shares with a market value of $312.4K. It started holding BAC on 2024-09-30. At its peak, it held 12.4K shares on 2024-12-31. Its highest holding value was $628.4K on 2025-12-31. At its lowest, it held 6.4K shares on 2026-03-31, with a value of $312.4K on 2026-03-31. In the recent 180 days, Morton Capital Management LLC/CA has decreased its shares by 5.0K. In the recent year, Morton Capital Management LLC/CA has decreased its shares by 5.3K.