Bank of America Corporation shares owned by Liberty Wealth Management
Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by Liberty Wealth Management
from 13F filings
Historical chart of Liberty 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 Liberty Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Bank of America Corporation by Liberty Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.0M | 26k | 39.69 |
| 2024-06-30 | $1.1M | 39k | 27.92 |
| 2024-03-31 | $1.0M | 27k | 37.93 |
| 2023-12-31 | $917k | 27k | 33.65 |
| 2023-09-30 | $527k | 19k | 27.36 |
| 2023-06-30 | $564k | 20k | 28.69 |
| 2023-03-31 | $642k | 23k | 28.54 |
| 2022-09-30 | $590k | 20k | 30.17 |
| 2022-06-30 | $606k | 20k | 31.08 |
| 2022-03-31 | $810k | 20k | 41.19 |
| 2021-12-31 | $890k | 20k | 44.46 |
| 2021-09-30 | $964k | 23k | 42.46 |
| 2021-06-30 | $830k | 21k | 39.46 |
| 2021-03-31 | $611k | 20k | 29.96 |
| 2020-12-31 | $611k | 20k | 29.96 |
| 2020-09-30 | $503k | 21k | 24.08 |
| 2020-06-30 | $473k | 20k | 23.77 |
| 2020-03-31 | $353k | 17k | 21.24 |
| 2019-12-31 | $574k | 16k | 35.20 |
| 2019-09-30 | $426k | 15k | 29.14 |
| 2019-06-30 | $549k | 19k | 29.01 |
| 2019-03-31 | $463k | 17k | 27.58 |
| 2018-12-31 | $555k | 23k | 24.63 |