Bank of America Corporation shares owned by HHM Wealth Advisors
Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by HHM Wealth Advisors
from 13F filings
Historical chart of HHM Wealth Advisors investment in Bank of America Corporation
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Quarterly reported holdings in Bank of America Corporation by HHM Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $884k | 17k | 51.59 |
| 2025-06-30 | $800k | 17k | 47.32 |
| 2025-03-31 | $739k | 18k | 41.73 |
| 2024-12-31 | $741k | 17k | 43.95 |
| 2024-09-30 | $642k | 16k | 39.68 |
| 2024-06-30 | $649k | 16k | 39.77 |
| 2024-03-31 | $608k | 16k | 37.92 |
| 2023-09-30 | $440k | 16k | 27.38 |
| 2023-06-30 | $459k | 16k | 28.69 |
| 2023-03-31 | $451k | 16k | 28.60 |
| 2022-12-31 | $515k | 16k | 33.12 |
| 2022-09-30 | $491k | 16k | 30.21 |
| 2022-06-30 | $508k | 16k | 31.16 |
| 2022-03-31 | $641k | 16k | 41.20 |
| 2021-12-31 | $712k | 16k | 44.51 |
| 2021-09-30 | $681k | 16k | 42.43 |
| 2021-06-30 | $662k | 16k | 41.24 |
| 2021-03-31 | $630k | 16k | 38.68 |
| 2020-12-31 | $508k | 17k | 30.30 |
| 2020-09-30 | $404k | 17k | 24.10 |
| 2020-06-30 | $379k | 16k | 23.74 |
| 2020-03-31 | $333k | 16k | 21.20 |
| 2019-12-31 | $250k | 7.1k | 35.20 |