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Beta Wealth Group, Inc.
> BAC
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | BANK OF AMERICA CORP /DE/ | BAC | 9,900 | 1,700 | 284,031,000 | 49,511,000 | $28,690.00 |
| 03/31/2023 | BANK OF AMERICA CORP /DE/ | BAC | 8,200 | 1,200 | 234,520,000 | 234,302,000 | $28,600.00 |
| 06/30/2022 | BANK OF AMERICA CORP /DE/ | BAC | 7,000 | 200 | 218,000 | -33,000 | $31.14 |
| 03/31/2022 | BANK OF AMERICA CORP /DE/ | BAC | 6,800 | 6,800 | 251,000 | 251,000 | $36.91 |
| 09/30/2021 | BANK OF AMERICA CORP /DE/ | BAC | 0 | -4,900 | 0 | -202,000 | |
| 06/30/2021 | BANK OF AMERICA CORP /DE/ | BAC | 4,900 | 4,900 | 202,000 | 202,000 | $41.22 |
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