Bank of America Corporation shares owned by Mark Sheptoff Financial Planning
Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by Mark Sheptoff Financial Planning
from 13F filings
Historical chart of Mark Sheptoff Financial Planning investment in Bank of America Corporation
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Quarterly reported holdings in Bank of America Corporation by Mark Sheptoff Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $34k | 862 | 39.68 |
| 2024-06-30 | $34k | 862 | 39.77 |
| 2024-03-31 | $33k | 862 | 37.92 |
| 2023-12-31 | $36k | 1.1k | 33.67 |
| 2023-09-30 | $5.5k | 200 | 27.38 |
| 2023-06-30 | $105k | 3.6k | 28.69 |
| 2023-03-31 | $29k | 1.0k | 28.60 |
| 2022-12-31 | $43k | 1.3k | 33.12 |
| 2022-09-30 | $39k | 1.3k | 30.00 |
| 2022-06-30 | $46k | 1.5k | 31.40 |
| 2022-03-31 | $60k | 1.5k | 40.96 |
| 2021-12-31 | $43k | 965 | 44.56 |
| 2021-09-30 | $34k | 800 | 42.50 |
| 2021-06-30 | $33k | 800 | 41.25 |
| 2021-03-31 | $862k | 22k | 38.68 |
| 2020-12-31 | $0 | 4 | 0.00 |
| 2020-06-30 | $5.0k | 200 | 25.00 |
| 2020-03-31 | $92k | 4.3k | 21.35 |
| 2019-12-31 | $145k | 4.1k | 35.28 |
| 2019-09-30 | $120k | 4.1k | 29.20 |
| 2019-06-30 | $119k | 4.1k | 28.95 |
| 2019-03-31 | $998k | 36k | 27.59 |
| 2018-12-31 | $1.2M | 48k | 24.63 |
| 2018-09-30 | $2.3M | 79k | 29.46 |
| 2018-06-30 | $2.1M | 75k | 28.19 |
| 2018-03-31 | $1.1M | 35k | 29.99 |
| 2017-12-31 | $1.0M | 35k | 29.53 |
| 2017-09-30 | $849k | 34k | 25.35 |
| 2017-06-30 | $235k | 9.7k | 24.25 |
| 2017-03-31 | $219k | 9.3k | 23.57 |
| 2016-12-31 | $205k | 9.3k | 22.07 |
| 2016-09-30 | $141k | 9.0k | 15.68 |
| 2016-06-30 | $123k | 9.3k | 13.24 |
| 2016-03-31 | $595k | 44k | 13.52 |
| 2015-12-31 | $824k | 49k | 16.84 |
| 2015-09-30 | $588k | 38k | 15.58 |
| 2015-06-30 | $633k | 37k | 17.03 |
| 2015-03-31 | $567k | 37k | 15.38 |
| 2014-12-31 | $874k | 49k | 17.89 |
| 2014-09-30 | $869k | 51k | 17.06 |
| 2014-06-30 | $456k | 30k | 15.38 |
| 2014-03-31 | $573k | 33k | 17.19 |
More positions owned by Mark Sheptoff Financial Planning
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