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Bank of America Corporation shares owned by Heritage Wealth Management

Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by Heritage Wealth Management from 13F filings

Historical chart of Heritage Wealth Management investment in Bank of America Corporation

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Bank of America Corporation by Heritage Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $860k 22k 39.68
2024-06-30 $875k 22k 40.41