Bank of America Corporation shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
from 13F filings
Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Bank of America Corporation
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Quarterly reported holdings in Bank of America Corporation by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $437k | 12k | 37.92 |
| 2023-09-30 | $300k | 11k | 27.38 |
| 2023-06-30 | $237k | 8.3k | 28.69 |
| 2023-03-31 | $611k | 21k | 28.60 |
| 2022-12-31 | $10M | 302k | 33.12 |
| 2022-09-30 | $7.3M | 241k | 30.20 |
| 2022-06-30 | $7.0M | 224k | 31.13 |
| 2022-03-31 | $6.4M | 156k | 41.22 |
| 2021-12-31 | $5.8M | 131k | 44.49 |
| 2021-09-30 | $4.5M | 106k | 42.44 |
| 2021-06-30 | $4.0M | 98k | 41.14 |
| 2021-03-31 | $3.9M | 100k | 38.68 |
| 2020-12-31 | $3.0M | 98k | 30.31 |
| 2020-06-30 | $1.9M | 82k | 23.75 |
| 2020-03-31 | $1.6M | 78k | 21.22 |
| 2019-12-31 | $11M | 359k | 29.55 |
| 2019-09-30 | $2.0M | 67k | 29.16 |
| 2019-06-30 | $2.1M | 72k | 29.00 |
| 2019-03-31 | $1.9M | 71k | 27.59 |
| 2018-12-31 | $1.8M | 73k | 24.64 |
| 2018-09-30 | $1.9M | 66k | 29.46 |
| 2018-06-30 | $1.7M | 61k | 28.20 |
| 2018-03-31 | $1.7M | 57k | 29.98 |
| 2017-12-31 | $1.5M | 52k | 29.53 |
| 2017-09-30 | $1.2M | 48k | 25.35 |
| 2013-09-30 | $147k | 11k | 13.79 |
| 2013-06-30 | $138k | 11k | 12.90 |
More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
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