Bank of America Corporation shares owned by Bernardo Wealth Planning
Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by Bernardo Wealth Planning
from 13F filings
Historical chart of Bernardo Wealth Planning investment in Bank of America Corporation
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Quarterly reported holdings in Bank of America Corporation by Bernardo Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $237k | 4.3k | 55.00 |
| 2025-09-30 | $216k | 4.2k | 51.60 |
| 2020-12-31 | $417k | 14k | 30.31 |
| 2020-09-30 | $342k | 14k | 24.08 |
| 2019-12-31 | $264k | 7.5k | 35.17 |
| 2019-09-30 | $206k | 7.1k | 29.12 |
| 2019-06-30 | $240k | 8.3k | 29.03 |
| 2019-03-31 | $238k | 8.6k | 27.56 |