Bank of America Corporation shares owned by HCR Wealth Advisors
Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by HCR Wealth Advisors
from 13F filings
Historical chart of HCR 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 HCR Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Bank of America Corporation by HCR Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $1.7M | 51k | 33.67 |
2023-09-30 | $1.4M | 51k | 27.38 |
2023-06-30 | $1.6M | 54k | 28.69 |
2023-03-31 | $1.6M | 54k | 28.60 |
2022-12-31 | $1.8M | 56k | 33.12 |
2022-09-30 | $1.6M | 54k | 30.19 |
2022-06-30 | $1.6M | 52k | 31.12 |
2022-03-31 | $2.2M | 54k | 41.23 |
2021-12-31 | $2.4M | 55k | 44.49 |
2021-09-30 | $2.3M | 55k | 42.45 |
2021-06-30 | $2.3M | 55k | 41.24 |
2021-03-31 | $2.1M | 55k | 38.70 |
2020-12-31 | $2.5M | 82k | 30.31 |
2020-09-30 | $1.9M | 80k | 24.02 |
2020-06-30 | $1.9M | 80k | 23.41 |
2020-03-31 | $1.7M | 80k | 21.21 |
2019-09-30 | $2.0M | 67k | 30.09 |
2019-06-30 | $2.3M | 81k | 29.01 |
2019-03-31 | $1.6M | 62k | 25.40 |
2018-12-31 | $1.8M | 72k | 24.47 |
2018-09-30 | $2.0M | 72k | 27.65 |
2018-06-30 | $2.1M | 72k | 29.15 |
2018-03-31 | $2.2M | 72k | 30.00 |
2017-12-31 | $2.1M | 72k | 29.52 |
2017-09-30 | $1.8M | 72k | 25.33 |
2017-06-30 | $597k | 25k | 24.27 |
2017-03-31 | $1.5M | 64k | 23.41 |
2016-12-31 | $1.4M | 64k | 21.93 |