Bank of America Corporation shares owned by LVW Advisors
Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by LVW Advisors
from 13F filings
Historical chart of LVW Advisors investment in Bank of America Corporation
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Quarterly reported holdings in Bank of America Corporation by LVW Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 26k | 51.59 |
| 2025-06-30 | $1.2M | 25k | 47.32 |
| 2025-03-31 | $1.2M | 29k | 41.73 |
| 2024-12-31 | $1.4M | 32k | 43.95 |
| 2024-09-30 | $1.5M | 38k | 39.68 |
| 2024-06-30 | $1.8M | 45k | 39.77 |
| 2024-03-31 | $1.6M | 42k | 37.92 |
| 2023-12-31 | $1.2M | 35k | 33.67 |
| 2023-09-30 | $494k | 18k | 27.38 |
| 2023-03-31 | $751k | 26k | 28.60 |
| 2022-12-31 | $896k | 27k | 33.12 |
| 2022-09-30 | $800k | 27k | 30.19 |
| 2022-06-30 | $782k | 25k | 31.15 |
| 2022-03-31 | $1.0M | 25k | 41.23 |
| 2021-12-31 | $1.1M | 25k | 44.48 |
| 2021-09-30 | $948k | 22k | 42.44 |
| 2021-06-30 | $459k | 11k | 41.21 |
| 2021-03-31 | $496k | 13k | 38.70 |
| 2020-12-31 | $413k | 14k | 30.33 |
| 2020-09-30 | $328k | 14k | 24.09 |
| 2020-06-30 | $330k | 14k | 23.72 |
| 2020-03-31 | $356k | 17k | 21.25 |
| 2019-12-31 | $283k | 8.0k | 35.26 |
| 2019-09-30 | $244k | 8.4k | 29.13 |
| 2019-06-30 | $301k | 10k | 28.96 |
| 2019-03-31 | $274k | 9.9k | 27.63 |
| 2018-12-31 | $280k | 11k | 24.68 |
| 2018-09-30 | $322k | 11k | 29.41 |
| 2018-06-30 | $309k | 11k | 28.23 |
| 2018-03-31 | $328k | 11k | 29.96 |
| 2017-12-31 | $300k | 10k | 29.57 |
| 2017-09-30 | $261k | 10k | 25.34 |
| 2017-06-30 | $265k | 11k | 24.29 |
| 2017-03-31 | $260k | 11k | 23.63 |
| 2016-03-31 | $170k | 13k | 13.52 |
| 2015-12-31 | $213k | 13k | 16.83 |
| 2015-09-30 | $198k | 13k | 15.60 |