Bank of America Corporation shares owned by Encompass Wealth Advisors
Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by Encompass Wealth Advisors
from 13F filings
Historical chart of Encompass 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 Encompass Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Bank of America Corporation by Encompass Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $604k | 15k | 39.68 |
| 2024-06-30 | $605k | 15k | 39.77 |
| 2024-03-31 | $577k | 15k | 37.92 |
| 2023-09-30 | $414k | 15k | 27.38 |
| 2023-06-30 | $430k | 15k | 28.69 |
| 2023-03-31 | $429k | 15k | 28.60 |
| 2022-12-31 | $496k | 15k | 33.12 |
| 2022-09-30 | $452k | 15k | 30.18 |
| 2022-06-30 | $466k | 15k | 31.12 |
| 2022-03-31 | $686k | 17k | 41.23 |
| 2021-12-31 | $740k | 17k | 44.48 |
| 2021-09-30 | $708k | 17k | 42.44 |
| 2021-06-30 | $673k | 16k | 41.21 |
| 2021-03-31 | $731k | 18k | 40.94 |
| 2020-12-31 | $36k | 1.2k | 30.00 |