Bank of America Corporation shares owned by BigSur Wealth Management
Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by BigSur Wealth Management
from 13F filings
Historical chart of BigSur Wealth Management investment in Bank of America Corporation
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Quarterly reported holdings in Bank of America Corporation by BigSur Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.1M | 41k | 51.59 |
| 2025-06-30 | $1.9M | 41k | 47.32 |
| 2025-03-31 | $1.7M | 41k | 41.73 |
| 2024-12-31 | $1.8M | 41k | 43.95 |
| 2024-09-30 | $1.6M | 41k | 39.68 |
| 2024-06-30 | $1.6M | 41k | 39.77 |
| 2024-03-31 | $1.5M | 41k | 37.92 |
| 2023-12-31 | $471k | 14k | 33.67 |
| 2023-09-30 | $445k | 16k | 27.38 |
| 2023-06-30 | $466k | 16k | 28.69 |
| 2023-03-31 | $479k | 17k | 28.60 |
| 2022-12-31 | $555k | 17k | 33.12 |
| 2022-09-30 | $506k | 17k | 30.21 |
| 2022-06-30 | $524k | 17k | 31.13 |
| 2022-03-31 | $694k | 17k | 41.22 |
| 2021-12-31 | $745k | 17k | 44.48 |
| 2021-09-30 | $711k | 17k | 42.45 |
| 2021-06-30 | $691k | 17k | 41.25 |
| 2021-03-31 | $648k | 17k | 38.69 |
| 2020-12-31 | $568k | 19k | 30.29 |
| 2020-09-30 | $464k | 19k | 24.10 |
| 2020-06-30 | $309k | 13k | 23.77 |
| 2020-03-31 | $382k | 18k | 21.22 |
| 2019-12-31 | $678k | 19k | 35.22 |
| 2019-09-30 | $562k | 19k | 29.19 |
| 2019-06-30 | $566k | 19k | 29.40 |
| 2019-03-31 | $531k | 19k | 27.58 |
| 2018-12-31 | $474k | 19k | 24.62 |
| 2018-09-30 | $567k | 19k | 29.45 |
| 2018-06-30 | $639k | 23k | 28.21 |
| 2018-03-31 | $545k | 18k | 30.03 |
| 2017-12-31 | $421k | 14k | 29.54 |
| 2017-09-30 | $361k | 14k | 25.33 |
| 2017-06-30 | $356k | 14k | 24.98 |
| 2017-03-31 | $342k | 14k | 24.00 |
| 2016-12-31 | $427k | 19k | 22.11 |