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Bank of America Corporation shares owned by AllSquare Wealth Management

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

Historical chart of AllSquare Wealth Management investment in Bank of America Corporation

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Bank of America Corporation by AllSquare Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $580k 17k 33.67
2023-09-30 $471k 17k 27.38
2023-06-30 $499k 18k 28.26
2023-03-31 $505k 18k 28.60
2022-12-31 $522k 16k 33.12
2022-09-30 $450k 15k 30.18
2022-06-30 $464k 15k 31.12
2022-03-31 $594k 14k 41.22
2021-12-31 $552k 12k 44.48
2021-09-30 $506k 12k 42.49
2021-06-30 $512k 12k 41.26
2021-03-31 $469k 12k 38.73
2020-12-31 $337k 11k 30.33
2020-09-30 $234k 9.7k 24.10
2020-06-30 $231k 9.7k 23.79
2020-03-31 $231k 11k 21.18
2019-12-31 $479k 14k 35.21
2019-09-30 $406k 14k 29.15
2019-06-30 $439k 15k 29.02
2019-03-31 $456k 17k 27.59
2018-12-31 $440k 18k 24.67
2018-09-30 $578k 20k 29.45
2018-06-30 $569k 20k 28.21
2018-03-31 $599k 20k 29.99
2017-12-31 $607k 21k 29.53
2017-09-30 $517k 20k 25.33
2017-06-30 $502k 21k 24.24
2017-03-31 $523k 22k 23.59
2016-12-31 $455k 21k 22.09
2016-09-30 $322k 21k 15.63
2016-06-30 $214k 16k 13.29
2016-03-31 $187k 14k 13.55
2015-12-31 $216k 13k 16.81
2015-09-30 $178k 12k 15.55
2015-06-30 $186k 11k 16.99
2015-03-31 $133k 8.6k 15.39
2014-12-31 $155k 8.6k 17.94

More positions owned by AllSquare Wealth Management

Vanguard Total Stk Mkt Etf (VTI)
Vanguard Short Term Corp Bond Fd Etf Etf (VCSH)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Total International Bond Etf Etf (BNDX)
Rydex Etf Trust S&p Smallcap 600 Pure Va Etf (RZV)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Aam Low Duration Preferred And Income Securities Etf Etf (PFLD)
First Trust Global Tactical Commodity Strategy Fund Etf (FTGC)
Apple Stock (AAPL)
Squarespace Inc Class A Stock (SQSP)
Microsoft Stock (MSFT)
Schwab International Equity Etf Etf (SCHF)
Schwab Emerging Market Eq Etf Etf (SCHE)
Vanguard Total World Stock Etf Etf (VT)
Jpmorgan Ultra-short Income Etf Etf (JPST)

View all positions for AllSquare Wealth Management

Top funds holding Bank of America Corporation

Berkshire Hathaway
Vanguard Group
Jpmorgan Chase & Co
Norges Bank Investment Management
T. Rowe Price Associates
Dodge & Cox
Legal & General Group
Goldman Sachs Group
Harris Associates L.P
Bank of New York Mellon
Royal Bank of Canada
Charles Schwab Investment Management
Franklin Resources
Citadel Advisors
Parnassus Investments

View all funds holding Bank of America Corporation