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Bank of America Corporation shares owned by Centric Wealth Management

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

Historical chart of Centric Wealth Management investment in Bank of America Corporation

Tip: Access up to 7 years of quarterly data

All positions including Bank of America Corporation held by Centric Wealth 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 Centric Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $313k 8.5k 37.01
2023-12-31 $278k 8.4k 32.99
2023-09-30 $284k 10k 27.38
2023-06-30 $275k 9.6k 28.66
2023-03-31 $326k 11k 28.60
2022-12-31 $377k 11k 33.12
2022-09-30 $365k 12k 30.23
2022-06-30 $2.2M 72k 31.13
2022-03-31 $3.8M 92k 41.22
2021-12-31 $524k 12k 44.49
2021-09-30 $491k 12k 42.46
2021-06-30 $477k 12k 41.26
2021-03-31 $5.1M 131k 38.69
2020-12-31 $4.0M 131k 30.31
2020-09-30 $336k 12k 27.87
2020-06-30 $2.5M 105k 23.75
2020-03-31 $336k 12k 27.87
2019-12-31 $1.6M 46k 35.21
2019-09-30 $336k 12k 27.87
2019-06-30 $360k 12k 29.00
2019-03-31 $378k 14k 27.62
2018-12-31 $386k 16k 24.63