Bank of America Corporation shares owned by Center for Financial Planning
Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by Center for Financial Planning
from 13F filings
Historical chart of Center for Financial Planning investment in Bank of America Corporation
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Quarterly reported holdings in Bank of America Corporation by Center for Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $187k | 4.9k | 37.92 |
| 2023-12-31 | $150k | 4.4k | 33.67 |
| 2023-09-30 | $122k | 4.4k | 27.38 |
| 2023-06-30 | $96k | 3.3k | 28.69 |
| 2023-03-31 | $95k | 3.3k | 28.60 |
| 2022-12-31 | $65k | 2.0k | 33.12 |
| 2022-09-30 | $59k | 2.0k | 30.10 |
| 2022-06-30 | $61k | 2.0k | 31.12 |
| 2022-03-31 | $81k | 2.0k | 41.12 |
| 2021-12-31 | $74k | 1.7k | 44.31 |
| 2021-09-30 | $70k | 1.6k | 42.68 |
| 2021-06-30 | $68k | 1.6k | 41.46 |
| 2021-03-31 | $44k | 1.1k | 38.60 |
| 2020-12-31 | $35k | 1.1k | 30.70 |
| 2020-09-30 | $39k | 1.6k | 24.07 |
| 2020-06-30 | $27k | 1.1k | 23.68 |
| 2020-03-31 | $29k | 1.4k | 21.31 |
| 2019-12-31 | $22k | 611 | 36.01 |
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