Bank of America Corporation shares owned by PBMares Wealth Management
Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by PBMares Wealth Management
from 13F filings
Historical chart of PBMares Wealth Management investment in Bank of America Corporation
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Quarterly reported holdings in Bank of America Corporation by PBMares Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $927k | 18k | 51.59 |
| 2025-06-30 | $716k | 15k | 47.32 |
| 2025-03-31 | $651k | 16k | 41.73 |
| 2024-12-31 | $740k | 17k | 43.95 |
| 2024-09-30 | $670k | 17k | 39.68 |
| 2024-06-30 | $670k | 17k | 39.77 |
| 2024-03-31 | $588k | 16k | 37.92 |
| 2023-12-31 | $566k | 17k | 33.67 |
| 2023-09-30 | $563k | 21k | 27.38 |
| 2023-06-30 | $606k | 21k | 28.69 |
| 2023-03-31 | $611k | 21k | 28.60 |
| 2022-12-31 | $733k | 22k | 33.12 |
| 2022-09-30 | $682k | 23k | 30.18 |
| 2022-06-30 | $609k | 20k | 31.15 |
| 2022-03-31 | $806k | 20k | 41.22 |
| 2021-12-31 | $1.2M | 26k | 44.48 |
| 2021-09-30 | $1.1M | 27k | 42.45 |
| 2021-06-30 | $1.1M | 27k | 41.22 |
| 2021-03-31 | $1.1M | 28k | 38.69 |
| 2020-12-31 | $899k | 30k | 30.30 |
| 2020-09-30 | $673k | 28k | 24.08 |
| 2020-06-30 | $664k | 28k | 23.76 |
| 2020-03-31 | $593k | 28k | 21.22 |
| 2019-12-31 | $1.0M | 29k | 35.22 |