Bank of America Corporation shares owned by Monticello Wealth Management
Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by Monticello Wealth Management
from 13F filings
Historical chart of Monticello 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 Monticello 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 Monticello Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $352k | 6.4k | 55.00 |
| 2023-12-31 | $377k | 11k | 33.67 |
| 2023-09-30 | $402k | 15k | 27.38 |
| 2022-03-31 | $225k | 5.5k | 41.20 |
| 2021-12-31 | $243k | 5.5k | 44.50 |
More positions owned by Monticello Wealth Management
View all positions for Monticello Wealth Management