Bank of America Corporation shares owned by Caldwell Investment Management
Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by Caldwell Investment Management
from 13F filings
Historical chart of Caldwell Investment Management investment in Bank of America Corporation
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Quarterly reported holdings in Bank of America Corporation by Caldwell Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $14M | 350k | 39.38 |
| 2024-06-30 | $14M | 350k | 39.71 |
| 2024-03-31 | $13M | 350k | 37.87 |
| 2023-12-31 | $12M | 350k | 33.74 |
| 2023-09-30 | $9.5M | 350k | 27.21 |
| 2023-06-30 | $10M | 350k | 28.66 |
| 2023-03-31 | $10M | 350k | 28.58 |
| 2022-12-31 | $12M | 350k | 33.17 |
| 2022-09-30 | $11M | 350k | 30.71 |
| 2022-06-30 | $11M | 350k | 31.13 |
| 2022-03-31 | $15M | 350k | 42.93 |
| 2021-12-31 | $16M | 350k | 44.85 |
More positions owned by Caldwell Investment Management
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