Bank of America Corporation shares owned by Dougherty Wealth Advisers
Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by Dougherty Wealth Advisers
from 13F filings
Historical chart of Dougherty Wealth Advisers investment in Bank of America Corporation
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Quarterly reported holdings in Bank of America Corporation by Dougherty Wealth Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $116k | 3.1k | 37.92 |
| 2023-12-31 | $103k | 3.1k | 33.67 |
| 2023-09-30 | $84k | 3.1k | 27.38 |
| 2023-06-30 | $88k | 3.1k | 28.69 |
| 2023-03-31 | $87k | 3.1k | 28.60 |
| 2022-12-31 | $101k | 3.1k | 33.12 |
| 2022-09-30 | $92k | 3.1k | 30.11 |
| 2022-06-30 | $95k | 3.1k | 31.10 |
| 2022-03-31 | $126k | 3.1k | 41.24 |
| 2021-12-31 | $136k | 3.1k | 44.52 |
| 2021-09-30 | $130k | 3.1k | 42.55 |
| 2021-06-30 | $147k | 3.6k | 41.35 |
| 2021-03-31 | $138k | 3.6k | 38.82 |
| 2020-12-31 | $108k | 3.6k | 30.38 |
| 2020-09-30 | $86k | 3.6k | 24.19 |
| 2020-06-30 | $84k | 3.6k | 23.63 |
| 2020-03-31 | $75k | 3.6k | 21.09 |
| 2019-12-31 | $125k | 3.6k | 35.15 |
| 2019-09-30 | $104k | 3.6k | 29.25 |
| 2019-06-30 | $125k | 4.3k | 28.96 |
| 2019-03-31 | $104k | 3.8k | 27.63 |
| 2018-12-31 | $122k | 4.3k | 28.31 |