Bank of America Corporation shares owned by Gradient Capital Advisors
Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by Gradient Capital Advisors
from 13F filings
Historical chart of Gradient Capital 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 Gradient Capital Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Bank of America Corporation by Gradient Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 22k | 51.59 |
| 2025-06-30 | $1.1M | 23k | 47.32 |
| 2025-03-31 | $971k | 23k | 41.73 |
| 2024-12-31 | $1.0M | 23k | 43.95 |
| 2024-09-30 | $909k | 23k | 39.68 |
| 2024-06-30 | $896k | 23k | 39.77 |
| 2024-03-31 | $862k | 23k | 37.92 |
| 2023-12-31 | $827k | 25k | 33.67 |
| 2023-09-30 | $677k | 25k | 27.38 |
| 2023-06-30 | $707k | 25k | 28.69 |
| 2023-03-31 | $727k | 25k | 28.60 |
| 2022-12-31 | $847k | 26k | 33.12 |
| 2022-09-30 | $770k | 26k | 30.20 |
| 2022-06-30 | $796k | 26k | 31.14 |
| 2022-03-31 | $1.1M | 26k | 41.24 |
| 2021-12-31 | $1.1M | 25k | 44.50 |
| 2021-09-30 | $1.1M | 27k | 42.44 |
| 2021-06-30 | $1.1M | 26k | 41.22 |
| 2021-03-31 | $1.0M | 26k | 38.68 |
| 2020-12-31 | $792k | 26k | 30.31 |
| 2020-09-30 | $693k | 29k | 24.09 |
| 2020-06-30 | $583k | 25k | 23.77 |
| 2020-03-31 | $512k | 24k | 21.23 |
| 2019-12-31 | $819k | 23k | 35.20 |
| 2019-09-30 | $545k | 19k | 29.16 |
| 2019-06-30 | $529k | 18k | 28.99 |
| 2019-03-31 | $502k | 18k | 27.59 |
| 2018-12-31 | $448k | 18k | 24.62 |
| 2018-09-30 | $525k | 18k | 29.47 |
| 2018-06-30 | $501k | 18k | 28.19 |
| 2018-03-31 | $526k | 18k | 29.97 |
| 2017-12-31 | $483k | 16k | 29.55 |