Bank of America Corporation shares owned by Congress Wealth Management LLC / DE /
Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by Congress Wealth Management LLC / DE /
from 13F filings
Historical chart of Congress Wealth Management LLC / DE / investment in Bank of America Corporation
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Quarterly reported holdings in Bank of America Corporation by Congress Wealth Management LLC / DE /
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $5.6M | 148k | 37.92 |
| 2023-12-31 | $5.9M | 175k | 33.67 |
| 2023-09-30 | $4.4M | 161k | 27.38 |
| 2023-06-30 | $4.6M | 162k | 28.69 |
| 2023-03-31 | $4.5M | 158k | 28.60 |
| 2022-12-31 | $4.5M | 137k | 33.12 |
| 2022-09-30 | $11M | 378k | 30.21 |
| 2022-06-30 | $12M | 371k | 31.13 |
| 2022-03-31 | $15M | 361k | 41.22 |
| 2021-12-31 | $17M | 375k | 44.49 |
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