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Bank of America Corporation shares owned by Concord Wealth Partners

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

Historical chart of Concord Wealth Partners investment in Bank of America Corporation

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All positions including Bank of America Corporation held by Concord Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Bank of America Corporation by Concord Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.3M 60k 37.92
2023-12-31 $1.9M 55k 33.67
2023-09-30 $1.4M 50k 27.38
2023-06-30 $1.2M 43k 28.69
2023-03-31 $625k 22k 28.60
2022-12-31 $675k 20k 33.12
2022-09-30 $761k 25k 30.21
2022-06-30 $767k 25k 31.13
2022-03-31 $1.0M 25k 41.21
2021-12-31 $1.1M 24k 44.51
2021-09-30 $391k 9.2k 42.48
2021-06-30 $825k 20k 41.23
2021-03-31 $627k 16k 38.68
2020-12-31 $93k 3.1k 30.26