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Bank of America Corporation shares owned by Efficient Wealth Management

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

Historical chart of Efficient 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 Efficient 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 Efficient Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $100k 2.6k 38.07
2023-12-31 $90k 2.7k 33.81
2023-09-30 $70k 2.6k 27.29
2023-06-30 $68k 2.4k 28.39
2023-03-31 $79k 2.4k 33.11
2022-12-31 $68k 2.3k 29.82
2022-09-30 $69k 2.3k 30.26
2022-06-30 $71k 2.3k 31.14
2022-03-31 $91k 2.2k 41.16
2021-12-31 $98k 2.2k 44.32
2021-09-30 $94k 2.2k 42.51
2021-06-30 $165k 4.0k 41.19
2021-03-31 $6.0k 162 37.04
2020-12-31 $5.0k 161 31.06
2020-09-30 $21k 891 23.57
2020-06-30 $3.0k 124 24.19
2020-03-31 $3.0k 124 24.19