Bank of America Corporation shares owned by Concentric Wealth Management
Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by Concentric Wealth Management
from 13F filings
Historical chart of Concentric 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 Concentric Wealth Management 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 Concentric Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.7M | 119k | 39.68 |
| 2024-06-30 | $4.7M | 119k | 39.77 |
| 2024-03-31 | $4.5M | 118k | 37.92 |
| 2023-12-31 | $4.0M | 119k | 33.67 |
| 2023-09-30 | $3.0M | 111k | 27.38 |
| 2023-06-30 | $3.1M | 109k | 28.69 |
| 2023-03-31 | $3.0M | 105k | 28.60 |
| 2022-12-31 | $3.4M | 102k | 33.12 |
| 2022-09-30 | $3.1M | 102k | 30.20 |
| 2022-06-30 | $3.1M | 100k | 31.13 |
| 2022-03-31 | $4.0M | 98k | 41.22 |
| 2021-12-31 | $4.3M | 97k | 44.49 |
| 2021-09-30 | $4.2M | 98k | 42.45 |
| 2021-06-30 | $4.0M | 98k | 41.23 |
| 2021-03-31 | $3.9M | 101k | 38.69 |
| 2020-12-31 | $3.0M | 99k | 30.31 |
| 2020-09-30 | $2.3M | 96k | 24.09 |
| 2020-06-30 | $2.2M | 94k | 23.75 |
| 2020-03-31 | $1.9M | 91k | 21.23 |
| 2019-12-31 | $3.1M | 87k | 35.23 |
| 2019-09-30 | $2.6M | 87k | 29.17 |
| 2019-06-30 | $2.6M | 88k | 29.00 |
| 2019-03-31 | $2.4M | 87k | 27.59 |
| 2018-12-31 | $2.1M | 85k | 24.64 |
| 2018-09-30 | $2.3M | 78k | 29.46 |
| 2018-06-30 | $2.3M | 80k | 28.19 |
| 2018-03-31 | $2.3M | 76k | 29.99 |
| 2017-12-31 | $2.3M | 77k | 29.52 |
| 2017-09-30 | $2.1M | 84k | 25.34 |
| 2017-06-30 | $2.0M | 83k | 24.26 |
| 2017-03-31 | $2.0M | 85k | 23.59 |
| 2016-12-31 | $2.0M | 89k | 22.11 |
More positions owned by Concentric Wealth Management
View all positions for Concentric Wealth Management