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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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All positions including Bank of America Corporation held by Caldwell Investment Management consolidated in one spreadsheet with up to 7 years of data

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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
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