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Bank of America Corporation shares owned by Benchmark Financial Wealth Advisors

Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by Benchmark Financial Wealth Advisors from 13F filings

Historical chart of Benchmark Financial 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 Benchmark Financial Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Bank of America Corporation by Benchmark Financial Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $811k 21k 37.92
2023-12-31 $690k 21k 33.67
2023-09-30 $569k 21k 27.38
2023-06-30 $583k 20k 28.69
2023-03-31 $600k 21k 28.60
2022-12-31 $587k 18k 33.12
2022-09-30 $421k 14k 30.18
2022-06-30 $395k 13k 31.14
2022-03-31 $524k 13k 41.23
2021-12-31 $295k 6.6k 44.52
2021-09-30 $211k 5.0k 42.42
2021-03-31 $200k 5.2k 38.62