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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

Tip: Access up to 7 years of quarterly data

All positions including Bank of America Corporation held by Heartwood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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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
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