Bank of America Corporation shares owned by Efficient Wealth Management
Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by Efficient Wealth Management
from 13F filings
Historical chart of Efficient Wealth Management investment in Bank of America Corporation
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Quarterly reported holdings in Bank of America Corporation by Efficient Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $110k | 2.1k | 51.59 |
| 2025-06-30 | $158k | 3.8k | 41.63 |
| 2024-12-31 | $159k | 3.6k | 43.89 |
| 2024-09-30 | $142k | 3.6k | 39.66 |
| 2024-06-30 | $143k | 3.6k | 39.55 |
| 2024-03-31 | $100k | 2.6k | 38.07 |
| 2023-12-31 | $90k | 2.7k | 33.81 |
| 2023-09-30 | $70k | 2.6k | 27.29 |
| 2023-06-30 | $68k | 2.4k | 28.39 |
| 2023-03-31 | $79k | 2.4k | 33.11 |
| 2022-12-31 | $68k | 2.3k | 29.82 |
| 2022-09-30 | $69k | 2.3k | 30.26 |
| 2022-06-30 | $71k | 2.3k | 31.14 |
| 2022-03-31 | $91k | 2.2k | 41.16 |
| 2021-12-31 | $98k | 2.2k | 44.32 |
| 2021-09-30 | $94k | 2.2k | 42.51 |
| 2021-06-30 | $165k | 4.0k | 41.19 |
| 2021-03-31 | $6.0k | 162 | 37.04 |
| 2020-12-31 | $5.0k | 161 | 31.06 |
| 2020-09-30 | $21k | 891 | 23.57 |
| 2020-06-30 | $3.0k | 124 | 24.19 |
| 2020-03-31 | $3.0k | 124 | 24.19 |
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