Bank of America Corporation shares owned by BerganKDV Wealth Management
Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by BerganKDV Wealth Management
from 13F filings
Historical chart of BerganKDV Wealth Management investment in Bank of America Corporation
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Quarterly reported holdings in Bank of America Corporation by BerganKDV Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $174k | 6.1k | 28.69 |
| 2023-03-31 | $224k | 7.8k | 28.60 |
| 2022-12-31 | $292k | 8.8k | 33.12 |
| 2022-09-30 | $275k | 9.1k | 30.24 |
| 2022-06-30 | $287k | 9.2k | 31.18 |
| 2022-03-31 | $380k | 9.2k | 41.22 |
| 2021-12-31 | $1.2M | 26k | 44.51 |
| 2021-09-30 | $1.1M | 25k | 42.43 |
| 2021-06-30 | $1.1M | 26k | 41.25 |
| 2021-03-31 | $1.1M | 27k | 38.70 |
| 2020-12-31 | $2.3M | 76k | 30.31 |
| 2020-09-30 | $1.9M | 78k | 24.09 |
| 2020-06-30 | $2.3M | 96k | 23.75 |
| 2020-03-31 | $2.0M | 92k | 21.23 |
| 2019-12-31 | $1.3M | 37k | 35.23 |
| 2019-09-30 | $1.1M | 38k | 29.16 |
| 2019-06-30 | $1.3M | 45k | 29.01 |
| 2019-03-31 | $1.3M | 47k | 27.59 |
| 2018-12-31 | $851k | 35k | 24.64 |
| 2018-09-30 | $1.2M | 41k | 29.47 |
| 2018-06-30 | $991k | 35k | 28.20 |
| 2018-03-31 | $1.1M | 37k | 30.00 |
| 2017-12-31 | $1.1M | 39k | 29.53 |
| 2017-09-30 | $1.0M | 40k | 25.34 |
| 2017-06-30 | $943k | 39k | 24.25 |
| 2017-03-31 | $919k | 39k | 23.58 |
| 2016-12-31 | $858k | 39k | 22.10 |
More positions owned by BerganKDV Wealth Management
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