Bank of America Corporation shares owned by Heritage Wealth Advisors
Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by Heritage Wealth Advisors
from 13F filings
Historical chart of Heritage Wealth 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 Heritage Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Bank of America Corporation by Heritage Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $1.0M | 30k | 33.67 |
2023-09-30 | $861k | 32k | 27.38 |
2023-06-30 | $1.0M | 36k | 28.69 |
2023-03-31 | $1.0M | 36k | 28.60 |
2022-12-31 | $1.8M | 53k | 33.12 |
2022-09-30 | $1.7M | 55k | 30.21 |
2022-06-30 | $1.8M | 56k | 31.12 |
2022-03-31 | $2.4M | 57k | 41.23 |
2021-12-31 | $3.8M | 86k | 44.49 |
2021-09-30 | $3.7M | 86k | 42.45 |
2021-06-30 | $3.6M | 87k | 41.23 |
2021-03-31 | $3.8M | 98k | 38.69 |
2020-12-31 | $3.0M | 99k | 30.31 |
2020-09-30 | $787k | 33k | 24.09 |
2020-06-30 | $720k | 1.0k | 720.00 |
2020-03-31 | $644k | 30k | 21.23 |
2019-12-31 | $1.1M | 31k | 35.22 |
2019-09-30 | $890k | 31k | 29.14 |
2019-06-30 | $984k | 34k | 29.00 |
2019-03-31 | $889k | 32k | 27.59 |
2018-12-31 | $794k | 32k | 24.64 |
2018-09-30 | $949k | 32k | 29.45 |
2018-06-30 | $909k | 32k | 28.21 |
2018-03-31 | $982k | 33k | 29.96 |
2017-12-31 | $967k | 33k | 29.50 |
2017-09-30 | $834k | 33k | 25.32 |
2017-06-30 | $764k | 31k | 24.30 |
2017-03-31 | $742k | 31k | 23.61 |
2016-12-31 | $695k | 31k | 22.11 |
2016-09-30 | $473k | 30k | 15.65 |
2016-06-30 | $388k | 29k | 13.23 |
2016-03-31 | $351k | 26k | 13.54 |
2015-12-31 | $408k | 24k | 16.86 |
2015-09-30 | $377k | 24k | 15.58 |
2015-06-30 | $412k | 24k | 17.03 |
2015-03-31 | $372k | 24k | 15.37 |
2014-12-31 | $433k | 24k | 17.89 |
2014-09-30 | $291k | 17k | 17.03 |
2014-06-30 | $194k | 13k | 15.39 |
2014-03-31 | $217k | 13k | 17.21 |
2013-12-31 | $201k | 13k | 15.57 |