Bank of America Corporation shares owned by Capital Planning Advisors
Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by Capital Planning Advisors
from 13F filings
Historical chart of Capital Planning Advisors investment in Bank of America Corporation
Tip: Access up to 7 years of quarterly data
All positions including Bank of America Corporation held by Capital Planning Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Bank of America Corporation by Capital Planning Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $614k | 18k | 33.67 |
| 2023-09-30 | $257k | 9.4k | 27.38 |
| 2023-06-30 | $345k | 12k | 28.69 |
| 2023-03-31 | $281k | 9.8k | 28.60 |
| 2022-12-31 | $365k | 11k | 33.12 |
| 2022-09-30 | $426k | 14k | 30.17 |
| 2022-06-30 | $434k | 14k | 31.16 |
| 2022-03-31 | $709k | 17k | 41.24 |
| 2021-12-31 | $815k | 18k | 44.47 |
| 2021-09-30 | $815k | 19k | 42.45 |
| 2021-06-30 | $752k | 18k | 41.26 |
| 2021-03-31 | $706k | 18k | 38.68 |
| 2020-12-31 | $339k | 11k | 30.35 |
| 2020-09-30 | $307k | 13k | 24.10 |
| 2020-06-30 | $806k | 34k | 23.74 |
| 2020-03-31 | $2.1M | 99k | 21.23 |
| 2019-12-31 | $3.6M | 102k | 35.22 |
| 2019-09-30 | $2.9M | 101k | 29.17 |
| 2019-06-30 | $3.1M | 107k | 29.00 |
| 2019-03-31 | $2.9M | 105k | 27.59 |
| 2018-12-31 | $2.6M | 104k | 24.64 |
| 2018-09-30 | $3.1M | 106k | 29.46 |
| 2018-06-30 | $2.2M | 80k | 28.19 |
| 2018-03-31 | $2.8M | 94k | 29.99 |
| 2017-12-31 | $2.8M | 95k | 29.52 |
| 2017-09-30 | $1.9M | 76k | 25.34 |
| 2017-06-30 | $901k | 37k | 24.27 |
| 2017-03-31 | $219k | 9.3k | 23.63 |
| 2016-12-31 | $205k | 9.3k | 22.12 |
| 2015-12-31 | $216k | 13k | 16.84 |
| 2015-09-30 | $231k | 15k | 15.58 |
| 2015-06-30 | $252k | 15k | 16.99 |