Bank of America Corporation shares owned by UMA Financial Services
Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by UMA Financial Services
from 13F filings
Historical chart of UMA Financial Services investment in Bank of America Corporation
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All positions including Bank of America Corporation held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Bank of America Corporation by UMA Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $223k | 6.4k | 34.68 |
| 2023-12-31 | $239k | 7.3k | 32.55 |
| 2022-03-31 | $221k | 5.7k | 38.70 |
| 2021-12-31 | $281k | 5.7k | 49.20 |
| 2021-09-30 | $265k | 5.7k | 46.40 |
| 2021-06-30 | $217k | 5.7k | 38.00 |
| 2021-03-31 | $227k | 5.7k | 39.75 |