Bank of America Corporation shares owned by Heritage Wealth Advisors
Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by Heritage Wealth Advisors
from 13F filings
Historical chart of Heritage Wealth Advisors investment in Bank of America Corporation
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Quarterly reported holdings in Bank of America Corporation by Heritage Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.0M | 19k | 51.59 |
| 2025-06-30 | $919k | 19k | 47.32 |
| 2025-03-31 | $1.1M | 27k | 41.73 |
| 2024-12-31 | $1.2M | 28k | 43.95 |
| 2024-09-30 | $1.1M | 28k | 39.68 |
| 2024-06-30 | $1.1M | 28k | 39.77 |
| 2024-03-31 | $1.1M | 29k | 37.92 |
| 2023-12-31 | $1.0M | 30k | 33.67 |
| 2023-09-30 | $861k | 32k | 27.38 |
| 2023-06-30 | $1.0M | 36k | 28.69 |
| 2023-03-31 | $1.0M | 36k | 28.60 |
| 2022-12-31 | $1.8M | 53k | 33.12 |
| 2022-09-30 | $1.7M | 55k | 30.21 |
| 2022-06-30 | $1.8M | 56k | 31.12 |
| 2022-03-31 | $2.4M | 57k | 41.23 |
| 2021-12-31 | $3.8M | 86k | 44.49 |
| 2021-09-30 | $3.7M | 86k | 42.45 |
| 2021-06-30 | $3.6M | 87k | 41.23 |
| 2021-03-31 | $3.8M | 98k | 38.69 |
| 2020-12-31 | $3.0M | 99k | 30.31 |
| 2020-09-30 | $787k | 33k | 24.09 |
| 2020-06-30 | $720k | 1.0k | 720.00 |
| 2020-03-31 | $644k | 30k | 21.23 |
| 2019-12-31 | $1.1M | 31k | 35.22 |
| 2019-09-30 | $890k | 31k | 29.14 |
| 2019-06-30 | $984k | 34k | 29.00 |
| 2019-03-31 | $889k | 32k | 27.59 |
| 2018-12-31 | $794k | 32k | 24.64 |
| 2018-09-30 | $949k | 32k | 29.45 |
| 2018-06-30 | $909k | 32k | 28.21 |
| 2018-03-31 | $982k | 33k | 29.96 |
| 2017-12-31 | $967k | 33k | 29.50 |
| 2017-09-30 | $834k | 33k | 25.32 |
| 2017-06-30 | $764k | 31k | 24.30 |
| 2017-03-31 | $742k | 31k | 23.61 |
| 2016-12-31 | $695k | 31k | 22.11 |
| 2016-09-30 | $473k | 30k | 15.65 |
| 2016-06-30 | $388k | 29k | 13.23 |
| 2016-03-31 | $351k | 26k | 13.54 |
| 2015-12-31 | $408k | 24k | 16.86 |
| 2015-09-30 | $377k | 24k | 15.58 |
| 2015-06-30 | $412k | 24k | 17.03 |
| 2015-03-31 | $372k | 24k | 15.37 |
| 2014-12-31 | $433k | 24k | 17.89 |
| 2014-09-30 | $291k | 17k | 17.03 |
| 2014-06-30 | $194k | 13k | 15.39 |
| 2014-03-31 | $217k | 13k | 17.21 |
| 2013-12-31 | $201k | 13k | 15.57 |