Bank of America Corporation shares owned by Curi Wealth Management
Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by Curi Wealth Management
from 13F filings
Historical chart of Curi Wealth Management investment in Bank of America Corporation
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Quarterly reported holdings in Bank of America Corporation by Curi Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $622k | 19k | 33.67 |
| 2023-09-30 | $535k | 20k | 27.38 |
| 2023-06-30 | $747k | 26k | 28.69 |
| 2023-03-31 | $763k | 27k | 28.60 |
| 2022-12-31 | $922k | 28k | 33.12 |
| 2022-09-30 | $725k | 24k | 30.21 |
| 2022-06-30 | $290k | 9.3k | 31.15 |
| 2022-03-31 | $317k | 7.7k | 41.12 |
| 2021-12-31 | $2.0M | 44k | 44.48 |
| 2020-12-31 | $90k | 3.0k | 30.24 |