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Bank of America Corporation shares owned by Confluence Wealth Services

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

Historical chart of Confluence Wealth Services investment in Bank of America Corporation

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Bank of America Corporation by Confluence Wealth Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $681k 18k 37.92
2023-12-31 $423k 13k 33.67
2023-09-30 $337k 12k 27.38
2023-06-30 $353k 12k 28.69
2023-03-31 $359k 13k 28.60
2022-12-31 $341k 10k 33.12
2022-09-30 $280k 9.3k 30.11
2022-06-30 $344k 9.6k 35.89
2022-03-31 $427k 10k 41.14
2021-12-31 $461k 10k 44.46