Bank of America Corporation shares owned by Wetherby Asset Management
Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by Wetherby Asset Management
from 13F filings
Historical chart of Wetherby Asset Management investment in Bank of America Corporation
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All positions including Bank of America Corporation held by Wetherby Asset 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 Wetherby Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $6.4M | 190k | 33.67 |
| 2023-09-30 | $5.4M | 197k | 27.38 |
| 2023-06-30 | $6.0M | 208k | 28.69 |
| 2023-03-31 | $5.6M | 196k | 28.60 |
| 2022-12-31 | $6.9M | 208k | 33.12 |
| 2022-09-30 | $5.7M | 207k | 27.78 |
| 2022-06-30 | $5.7M | 184k | 31.13 |
| 2022-03-31 | $7.7M | 187k | 41.00 |
| 2021-12-31 | $9.0M | 203k | 44.49 |
| 2021-09-30 | $8.2M | 185k | 44.44 |
| 2021-06-30 | $7.4M | 179k | 41.33 |
| 2021-03-31 | $6.3M | 162k | 38.69 |
| 2020-12-31 | $5.3M | 166k | 32.00 |
| 2020-09-30 | $4.4M | 184k | 24.14 |
| 2020-06-30 | $3.9M | 164k | 23.77 |
| 2020-03-31 | $3.2M | 153k | 21.23 |
| 2019-12-31 | $6.0M | 170k | 35.23 |
| 2019-09-30 | $4.8M | 166k | 29.18 |
| 2019-06-30 | $4.7M | 162k | 29.00 |
| 2019-03-31 | $4.5M | 162k | 27.60 |
| 2018-12-31 | $3.7M | 151k | 24.71 |
| 2018-09-30 | $4.6M | 157k | 29.44 |
| 2018-06-30 | $4.3M | 154k | 28.19 |
| 2018-03-31 | $4.6M | 154k | 29.99 |
| 2017-12-31 | $4.5M | 151k | 29.52 |
| 2017-09-30 | $3.8M | 150k | 25.24 |
| 2017-06-30 | $3.5M | 146k | 24.26 |
| 2017-03-31 | $3.2M | 136k | 23.66 |
| 2016-12-31 | $2.9M | 130k | 22.10 |
| 2016-09-30 | $2.0M | 128k | 15.65 |
| 2016-06-30 | $1.6M | 120k | 13.14 |
| 2016-03-31 | $1.5M | 113k | 13.52 |
| 2015-12-31 | $2.2M | 130k | 16.96 |
| 2015-09-30 | $2.0M | 128k | 15.55 |
| 2015-06-30 | $1.9M | 114k | 16.92 |
| 2015-03-31 | $1.7M | 110k | 15.36 |
| 2014-12-31 | $1.9M | 109k | 17.86 |
| 2014-09-30 | $1.8M | 107k | 16.92 |
| 2014-06-30 | $1.6M | 106k | 15.36 |
| 2014-03-31 | $2.0M | 114k | 17.24 |
| 2013-12-31 | $1.8M | 113k | 15.67 |
| 2013-09-30 | $1.6M | 118k | 13.79 |
| 2013-06-30 | $1.4M | 110k | 12.85 |
| 2013-03-31 | $1.3M | 110k | 12.22 |
| 2012-12-31 | $1.2M | 102k | 11.61 |
| 2012-09-30 | $777k | 78k | 10.00 |
| 2012-06-30 | $468k | 70k | 6.67 |
| 2012-03-31 | $658k | 66k | 10.00 |
| 2011-12-31 | $324k | 49k | 6.67 |
| 2011-09-30 | $440k | 72k | 6.12 |
| 2011-06-30 | $546k | 55k | 10.00 |
| 2011-03-31 | $972k | 73k | 13.33 |