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 $505.7K. 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 $601.6K on 2025-12-31. 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 increased its shares by 0. In the recent year, Mowery & Schoenfeld Wealth Management, LLC has decreased its shares by 1.5K.