Bank of America Corporation shares owned by KWB Wealth
Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by KWB Wealth
from 13F filings
Historical chart of KWB Wealth investment in Bank of America Corporation
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Quarterly reported holdings in Bank of America Corporation by KWB Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $502k | 11k | 47.32 |
| 2025-06-30 | $441k | 11k | 41.73 |
| 2025-03-31 | $463k | 11k | 43.95 |
| 2024-12-31 | $409k | 10k | 39.68 |
| 2024-09-30 | $416k | 11k | 39.77 |
| 2024-06-30 | $395k | 10k | 37.92 |
| 2024-03-31 | $395k | 10k | 37.92 |
| 2023-12-31 | $431k | 13k | 33.67 |
| 2023-09-30 | $365k | 13k | 28.69 |
| 2023-06-30 | $412k | 14k | 28.69 |
| 2023-03-31 | $521k | 16k | 33.12 |
| 2022-12-31 | $268k | 8.1k | 33.12 |
| 2022-09-30 | $378k | 13k | 30.18 |
| 2022-06-30 | $388k | 13k | 31.09 |
| 2022-03-31 | $552k | 12k | 44.49 |
| 2021-12-31 | $552k | 12k | 44.49 |
| 2021-09-30 | $525k | 12k | 42.41 |
| 2021-06-30 | $477k | 12k | 38.69 |
| 2021-03-31 | $477k | 12k | 38.69 |
| 2020-12-31 | $368k | 12k | 30.35 |