Bank of America Corporation shares owned by Legacy Wealth Management, LLC / MS
Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by Legacy Wealth Management, LLC / MS
from 13F filings
Historical chart of Legacy Wealth Management, LLC / MS investment in Bank of America Corporation
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Quarterly reported holdings in Bank of America Corporation by Legacy Wealth Management, LLC / MS
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.4M | 65k | 51.59 |
| 2025-06-30 | $3.6M | 77k | 47.32 |
| 2025-03-31 | $3.3M | 79k | 41.73 |
| 2024-12-31 | $3.5M | 79k | 43.95 |
| 2024-09-30 | $3.3M | 82k | 39.68 |
| 2024-06-30 | $3.3M | 82k | 39.77 |
| 2024-03-31 | $3.1M | 82k | 37.92 |
| 2023-12-31 | $2.8M | 83k | 33.67 |
| 2023-09-30 | $2.3M | 83k | 27.38 |
| 2023-06-30 | $2.4M | 84k | 28.69 |
| 2023-03-31 | $2.4M | 84k | 28.60 |
| 2022-09-30 | $930k | 31k | 30.20 |
| 2022-06-30 | $2.1M | 68k | 31.13 |
More positions owned by Legacy Wealth Management, LLC / MS
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