Whalen Wealth Management Inc.'s ownership history for BAC

Whalen Wealth Management Inc. currently holds 30.8K shares with a market value of $1.5M. It started holding BAC on 2025-12-31. At its peak, it held 30.8K shares on 2026-03-31. Its highest holding value was $1.5M on 2026-03-31. At its lowest, it held 14.1K shares on 2025-12-31, with a value of $776.0K on 2025-12-31.