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
Download as csv
Download as Excel
Quarterly reported holdings in Bank of America Corporation by Burt Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $359k | 7.0k | 51.59 |
| 2025-06-30 | $330k | 7.0k | 47.32 |
| 2025-03-31 | $291k | 7.0k | 41.73 |
| 2024-12-31 | $341k | 7.8k | 43.95 |
| 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 |