Bank of America Corporation shares owned by Gratus Wealth Advisors
Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by Gratus Wealth Advisors
from 13F filings
Historical chart of Gratus Wealth Advisors investment in Bank of America Corporation
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Quarterly reported holdings in Bank of America Corporation by Gratus Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.8M | 34k | 51.59 |
| 2025-06-30 | $1.6M | 34k | 47.32 |
| 2025-03-31 | $1.8M | 43k | 41.73 |
| 2024-12-31 | $1.9M | 43k | 43.95 |
| 2024-09-30 | $2.3M | 57k | 39.96 |
| 2024-06-30 | $2.1M | 48k | 42.90 |
| 2024-03-31 | $1.7M | 48k | 35.77 |
| 2023-12-31 | $1.6M | 48k | 33.67 |