Bank Of America Corporation preferred shares owned by Walled Lake Planning & Wealth Management
Quarter-by-quarter ownership of Bank Of America Corporation preferred (BAC.PL) shares owned by Walled Lake Planning & Wealth Management
from 13F filings
Historical chart of Walled Lake Planning & Wealth Management investment in Bank Of America Corporation preferred
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All positions including Bank Of America Corporation preferred held by Walled Lake Planning & 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 preferred by Walled Lake Planning & Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $218k | 170 | 1280.00 |
| 2025-06-30 | $206k | 170 | 1213.00 |
| 2025-03-31 | $210k | 170 | 1234.57 |
| 2024-12-31 | $207k | 170 | 1219.25 |
| 2024-09-30 | $216k | 170 | 1273.01 |
| 2024-06-30 | $203k | 170 | 1196.16 |
| 2024-03-31 | $203k | 170 | 1193.74 |
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