Bank of America Corporation shares owned by Jeppson Wealth Management
Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by Jeppson Wealth Management
from 13F filings
Historical chart of Jeppson Wealth Management investment in Bank of America Corporation
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Quarterly reported holdings in Bank of America Corporation by Jeppson Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.1M | 54k | 39.68 |
| 2024-06-30 | $2.2M | 54k | 39.77 |
| 2024-03-31 | $2.1M | 54k | 37.92 |
| 2023-12-31 | $1.8M | 55k | 33.67 |
| 2023-09-30 | $1.5M | 55k | 27.38 |
| 2023-06-30 | $1.7M | 58k | 28.69 |
| 2023-03-31 | $1.7M | 61k | 28.60 |
| 2022-12-31 | $2.0M | 59k | 33.12 |
| 2022-09-30 | $1.8M | 59k | 30.19 |
| 2022-06-30 | $1.8M | 59k | 31.14 |
| 2022-03-31 | $2.1M | 51k | 41.21 |
| 2021-12-31 | $2.2M | 49k | 44.50 |
| 2021-09-30 | $2.2M | 51k | 42.43 |
| 2021-06-30 | $2.1M | 51k | 41.21 |
| 2021-03-31 | $2.0M | 51k | 38.67 |
| 2020-12-31 | $1.5M | 51k | 30.30 |
| 2020-09-30 | $894k | 37k | 24.10 |
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