Bank of America Corporation shares owned by Personal Cfo Solutions
Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by Personal Cfo Solutions
from 13F filings
Historical chart of Personal Cfo Solutions investment in Bank of America Corporation
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Quarterly reported holdings in Bank of America Corporation by Personal Cfo Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.9M | 37k | 51.59 |
| 2025-06-30 | $1.7M | 37k | 47.32 |
| 2025-03-31 | $1.5M | 37k | 41.73 |
| 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 | $1.3M | 33k | 37.92 |
| 2023-09-30 | $816k | 30k | 27.38 |
| 2023-06-30 | $832k | 29k | 28.69 |
| 2023-03-31 | $793k | 28k | 28.60 |
| 2022-12-31 | $918k | 28k | 33.12 |
| 2022-09-30 | $800k | 27k | 30.19 |
| 2022-06-30 | $832k | 27k | 31.14 |
| 2022-03-31 | $1.1M | 26k | 41.23 |
| 2021-12-31 | $1.1M | 24k | 44.47 |
| 2021-09-30 | $1.0M | 24k | 42.44 |
| 2021-06-30 | $1.0M | 24k | 41.22 |
| 2021-03-31 | $820k | 21k | 38.68 |
| 2020-12-31 | $370k | 12k | 30.30 |
| 2020-09-30 | $0 | 11k | 0.00 |
| 2020-06-30 | $245k | 10k | 23.71 |
| 2020-03-31 | $266k | 13k | 21.26 |
| 2019-12-31 | $210k | 6.0k | 35.16 |