Bank of America Corporation shares owned by Keudell/Morrison Wealth Management
Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by Keudell/Morrison Wealth Management
from 13F filings
Historical chart of Keudell/Morrison 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 Keudell/Morrison Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Bank of America Corporation by Keudell/Morrison Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $597k | 18k | 33.67 |
2023-09-30 | $488k | 18k | 27.38 |
2023-06-30 | $714k | 25k | 28.69 |
2023-03-31 | $710k | 25k | 28.60 |
2022-12-31 | $913k | 28k | 33.12 |
2022-09-30 | $809k | 27k | 30.20 |
2022-06-30 | $833k | 27k | 31.11 |
2022-03-31 | $1.1M | 26k | 41.23 |
2021-12-31 | $1.1M | 26k | 44.50 |
2021-09-30 | $797k | 19k | 42.45 |
2021-06-30 | $837k | 20k | 41.22 |
2021-03-31 | $767k | 20k | 38.69 |
2020-12-31 | $588k | 19k | 30.32 |
2020-09-30 | $479k | 20k | 24.11 |
2020-06-30 | $470k | 20k | 23.75 |
2020-03-31 | $440k | 21k | 21.24 |
2019-12-31 | $750k | 21k | 35.24 |
2019-09-30 | $636k | 22k | 29.19 |
2019-06-30 | $625k | 22k | 27.90 |
2019-03-31 | $613k | 22k | 27.61 |
More positions owned by Keudell/Morrison Wealth Management
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