Mowery & Schoenfeld Wealth Management, LLC's ownership history for BAC

Mowery & Schoenfeld Wealth Management, LLC currently holds 10.4K shares with a market value of $535.1K. It started holding BAC on 2024-12-31. At its peak, it held 11.9K shares on 2024-12-31. Its highest holding value was $561.0K on 2025-06-30. At its lowest, it held 10.4K shares on 2025-09-30, with a value of $494.8K on 2025-03-31. In the recent 180 days, Mowery & Schoenfeld Wealth Management, LLC has decreased its shares by 1.5K.