Bank of America Corporation shares owned by Aurum Wealth Management Group
Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by Aurum Wealth Management Group
from 13F filings
Historical chart of Aurum Wealth Management Group investment in Bank of America Corporation
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Quarterly reported holdings in Bank of America Corporation by Aurum Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.4M | 41k | 33.67 |
| 2023-09-30 | $1.3M | 46k | 27.38 |
| 2023-06-30 | $1.2M | 43k | 28.69 |
| 2023-03-31 | $1.1M | 38k | 28.60 |
| 2022-12-31 | $1.3M | 39k | 33.12 |
| 2022-09-30 | $1.2M | 39k | 30.19 |
| 2022-06-30 | $1.2M | 39k | 31.12 |
| 2022-03-31 | $1.5M | 35k | 41.21 |
| 2021-12-31 | $1.5M | 34k | 44.49 |
| 2021-09-30 | $1.5M | 35k | 42.46 |
| 2021-06-30 | $1.3M | 31k | 41.24 |
| 2021-03-31 | $1.1M | 29k | 38.69 |
| 2020-12-31 | $605k | 20k | 30.29 |
| 2020-09-30 | $449k | 19k | 24.07 |
| 2020-06-30 | $399k | 17k | 23.77 |
| 2020-03-31 | $425k | 20k | 21.22 |
| 2019-12-31 | $609k | 17k | 35.23 |
More positions owned by Aurum Wealth Management Group
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