Bank of America Corporation shares owned by Heartwood Wealth Advisors
Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by Heartwood Wealth Advisors
from 13F filings
Historical chart of Heartwood Wealth Advisors investment in Bank of America Corporation
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Quarterly reported holdings in Bank of America Corporation by Heartwood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $385k | 7.5k | 51.59 |
| 2025-06-30 | $350k | 7.4k | 47.32 |
| 2025-03-31 | $278k | 6.7k | 41.73 |
| 2024-12-31 | $303k | 6.9k | 43.95 |
| 2024-09-30 | $289k | 7.3k | 39.68 |
| 2024-06-30 | $399k | 10k | 39.77 |
| 2024-03-31 | $380k | 10k | 37.92 |
| 2023-12-31 | $338k | 10k | 33.67 |
| 2023-09-30 | $275k | 10k | 27.38 |
| 2023-06-30 | $288k | 10k | 28.69 |
| 2023-03-31 | $287k | 10k | 28.60 |
| 2022-12-31 | $226k | 6.8k | 33.12 |