Bank of America Corporation shares owned by BSW Wealth Partners
Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by BSW Wealth Partners
from 13F filings
Historical chart of BSW Wealth Partners investment in Bank of America Corporation
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Quarterly reported holdings in Bank of America Corporation by BSW Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $259k | 5.0k | 51.59 |
| 2025-06-30 | $227k | 4.8k | 47.32 |
| 2024-12-31 | $251k | 5.7k | 43.95 |
| 2022-03-31 | $220k | 5.3k | 41.14 |
| 2021-12-31 | $358k | 8.1k | 44.47 |
| 2021-09-30 | $346k | 8.2k | 42.39 |
| 2021-06-30 | $361k | 8.8k | 41.25 |
| 2021-03-31 | $313k | 8.1k | 38.65 |
| 2020-12-31 | $466k | 15k | 30.32 |
| 2020-09-30 | $332k | 14k | 24.06 |
| 2020-06-30 | $303k | 13k | 23.72 |
| 2020-03-31 | $236k | 11k | 21.20 |
| 2019-06-30 | $253k | 8.7k | 28.97 |