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Bank of America Corporation shares owned by Castle Rock Wealth Management

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

Historical chart of Castle Rock 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 Castle Rock 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 Castle Rock Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $419k 12k 34.38
2023-09-30 $264k 10k 26.00
2023-06-30 $296k 10k 29.02
2023-03-31 $369k 13k 27.59
2022-12-31 $411k 12k 35.38
2022-09-30 $327k 11k 29.85
2022-06-30 $348k 11k 31.82
2022-03-31 $435k 11k 39.57
2021-12-31 $500k 11k 44.91
2021-09-30 $489k 10k 47.30
2021-06-30 $462k 11k 41.47
2021-03-31 $446k 12k 38.37
2020-12-31 $334k 11k 31.57
2019-12-31 $259k 7.5k 34.71
2019-09-30 $245k 7.5k 32.82
2019-06-30 $201k 6.9k 28.96
2019-03-31 $23k 9.4k 2.40
2018-12-31 $240k 8.3k 28.80
2018-09-30 $377k 13k 28.23