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Bank of America Corporation shares owned by Burt Wealth Advisors

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

Historical chart of Burt 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 Burt 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 Burt Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $308k 7.8k 39.68
2024-06-30 $322k 8.1k 39.77
2024-03-31 $335k 8.8k 37.92
2023-12-31 $250k 7.4k 33.67
2023-09-30 $203k 7.4k 27.38
2023-06-30 $205k 7.1k 28.69
2023-03-31 $204k 7.1k 28.60
2022-12-31 $202k 6.1k 33.19
2020-12-31 $122k 4.0k 30.38
2020-09-30 $96k 4.0k 24.08
2020-06-30 $95k 4.0k 23.83
2020-03-31 $90k 4.3k 21.18
2019-12-31 $164k 4.6k 35.28
2019-09-30 $124k 4.2k 29.20
2019-06-30 $136k 4.7k 29.02
2019-03-31 $159k 5.8k 27.52
2018-12-31 $142k 5.8k 24.58
2018-09-30 $133k 4.5k 29.55
2018-06-30 $127k 4.5k 28.22
2018-03-31 $135k 4.5k 29.99
2017-12-31 $133k 4.5k 29.55
2017-09-30 $112k 4.4k 25.45
2017-06-30 $4.5M 107 41598.13
2017-03-31 $104k 4.4k 23.63
2016-12-31 $160k 7.2k 22.11