Bank of America Corporation shares owned by Caldwell Trust
Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by Caldwell Trust
from 13F filings
Historical chart of Caldwell Trust investment in Bank of America Corporation
Tip: Access up to 7 years of quarterly data
All positions including Bank of America Corporation held by Caldwell Trust 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 Caldwell Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.3M | 64k | 51.59 |
| 2021-12-31 | $4.1M | 93k | 44.49 |
| 2021-09-30 | $3.8M | 89k | 42.45 |
| 2021-06-30 | $3.4M | 83k | 41.23 |
| 2021-03-31 | $3.3M | 86k | 38.69 |
| 2020-12-31 | $2.6M | 85k | 30.31 |
| 2020-09-30 | $2.1M | 88k | 24.09 |
| 2020-06-30 | $2.4M | 102k | 23.75 |
| 2020-03-31 | $2.2M | 103k | 21.23 |
| 2019-12-31 | $3.9M | 110k | 35.22 |