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Bank of America Corporation shares owned by Core Wealth Advisors

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

Historical chart of Core Wealth Advisors investment in Bank of America Corporation

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Bank of America Corporation by Core Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $27k 993 27.37
2023-06-30 $29k 992 28.69
2023-03-31 $28k 991 28.61
2022-12-31 $33k 991 33.11
2022-09-30 $30k 990 30.30
2022-06-30 $29k 940 30.85
2022-03-31 $39k 939 41.53
2021-12-31 $42k 939 44.73
2021-09-30 $40k 938 42.64
2021-06-30 $39k 938 41.58
2021-03-31 $36k 937 38.42
2020-12-31 $36k 1.2k 30.38
2020-09-30 $29k 1.2k 24.47
2020-06-30 $28k 1.2k 23.65
2020-03-31 $25k 1.2k 21.11
2019-12-31 $42k 1.2k 35.47