Bank of America Corporation shares owned by Monterey Private Wealth
Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by Monterey Private Wealth
from 13F filings
Historical chart of Monterey Private Wealth investment in Bank of America Corporation
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Quarterly reported holdings in Bank of America Corporation by Monterey Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.5M | 34k | 43.95 |
| 2024-09-30 | $1.3M | 33k | 39.68 |
| 2024-06-30 | $1.3M | 33k | 39.77 |
| 2024-03-31 | $1.2M | 32k | 37.92 |
| 2023-12-31 | $1.1M | 32k | 33.67 |
| 2023-09-30 | $783k | 29k | 27.38 |
| 2023-06-30 | $821k | 29k | 28.69 |
| 2023-03-31 | $820k | 29k | 28.60 |
| 2022-12-31 | $1.0M | 31k | 33.12 |
| 2022-09-30 | $854k | 28k | 30.66 |
| 2022-06-30 | $872k | 28k | 31.12 |
| 2022-03-31 | $1.2M | 28k | 43.00 |
| 2021-12-31 | $1.3M | 30k | 44.48 |
| 2021-09-30 | $1.2M | 28k | 44.23 |
| 2021-06-30 | $1.2M | 28k | 41.21 |
| 2021-03-31 | $1.1M | 27k | 39.41 |
| 2020-12-31 | $806k | 27k | 30.33 |
| 2020-09-30 | $648k | 27k | 24.10 |
| 2020-06-30 | $638k | 27k | 23.75 |
| 2020-03-31 | $570k | 27k | 21.24 |
| 2019-12-31 | $996k | 28k | 35.21 |