Historical shareholding details of Circle Wealth Management, LLC holdings in Bank Of America Corp. (BAC)

Monthly changes of Circle Wealth Management, LLC shareholding in Bank Of America Corp. over the previous months

Month	Name	Total no. shares held	Percent Holding
Month	Name	Total no. shares held	Percent Holding
Jun 30, 2025	Circle Wealth Management, Llc	19,379	0.00%

Mar 31, 2025	Circle Wealth Management, Llc	19,294	0.00%

Dec 31, 2024	Circle Wealth Management, Llc	19,016	0.00%

Sep 30, 2024	Circle Wealth Management, Llc	19,381	0.00%

Jun 30, 2024	Circle Wealth Management, Llc	23,752	0.00%

Mar 31, 2024	Circle Wealth Management, Llc	31,143	0.00%

Dec 31, 2023	Circle Wealth Management, Llc	30,415	0.00%

Sep 30, 2023	Circle Wealth Management, Llc	35,196	0.00%

Jun 30, 2023	Circle Wealth Management, Llc	34,614	0.00%

Mar 31, 2023	Circle Wealth Management, Llc	39,485	0.00%