Bank of America Corporation shares owned by Defined Wealth Management
Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by Defined Wealth Management
from 13F filings
Historical chart of Defined Wealth Management investment in Bank of America Corporation
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Quarterly reported holdings in Bank of America Corporation by Defined Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $722k | 14k | 51.59 |
| 2025-06-30 | $657k | 14k | 47.32 |
| 2025-03-31 | $584k | 14k | 41.73 |
| 2024-12-31 | $631k | 14k | 43.95 |
| 2024-09-30 | $565k | 14k | 39.68 |
| 2024-06-30 | $570k | 14k | 39.77 |
| 2024-03-31 | $538k | 14k | 37.92 |
| 2023-12-31 | $463k | 14k | 33.67 |
| 2023-09-30 | $384k | 14k | 27.38 |
| 2023-06-30 | $399k | 14k | 28.69 |
| 2023-03-31 | $409k | 14k | 28.60 |
| 2022-12-31 | $474k | 14k | 33.12 |
| 2022-09-30 | $433k | 14k | 30.17 |
| 2022-06-30 | $434k | 14k | 31.10 |
| 2022-03-31 | $592k | 14k | 41.25 |
| 2021-12-31 | $621k | 14k | 44.51 |
| 2021-09-30 | $592k | 14k | 42.43 |
| 2021-06-30 | $575k | 14k | 41.21 |
| 2021-03-31 | $540k | 14k | 38.70 |
| 2020-12-31 | $423k | 14k | 30.32 |