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Bank of America Corporation shares owned by Adamsbrown Wealth Consultants

Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by Adamsbrown Wealth Consultants from 13F filings

Historical chart of Adamsbrown Wealth Consultants investment in Bank of America Corporation

Tip: Access up to 7 years of quarterly data

All positions including Bank of America Corporation held by Adamsbrown Wealth Consultants consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Bank of America Corporation by Adamsbrown Wealth Consultants

Quarter filed Position value Share count Share price at filing
2024-03-31 $384k 10k 37.92
2023-12-31 $354k 11k 33.67
2023-09-30 $289k 11k 27.38
2023-06-30 $283k 9.9k 28.69
2023-03-31 $284k 9.9k 28.60

More positions owned by Adamsbrown Wealth Consultants

Schwab Strategic Tr Us Dividend Eq (SCHD)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Ishares Tr Hdg Msci Eafe (HEFA)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Apple (AAPL)
Ishares Tr Msci Intl Qualty (IQLT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Exxon Mobil Corporation (XOM)

View all positions for Adamsbrown Wealth Consultants

Top funds holding Bank of America Corporation

Berkshire Hathaway
Vanguard Group
BlackRock
FMR
Jpmorgan Chase & Co
Geode Capital Management
Morgan Stanley
T. Rowe Price Associates
Franklin Resources
Dodge & Cox
Northern Trust
Citadel Advisors
Legal & General Group
Ameriprise Financial
Bank of New York Mellon

View all funds holding Bank of America Corporation