Bank of America Corporation shares owned by Private Wealth Advisors
Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by Private Wealth Advisors
from 13F filings
Historical chart of Private Wealth Advisors investment in Bank of America Corporation
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Quarterly reported holdings in Bank of America Corporation by Private Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $811k | 16k | 51.59 |
| 2025-06-30 | $747k | 16k | 47.32 |
| 2025-03-31 | $658k | 16k | 41.73 |
| 2024-12-31 | $692k | 16k | 43.95 |
| 2024-09-30 | $617k | 16k | 39.22 |
| 2024-06-30 | $638k | 16k | 40.01 |
| 2024-03-31 | $603k | 16k | 37.92 |
| 2023-12-31 | $534k | 16k | 33.67 |
| 2023-09-30 | $434k | 16k | 27.38 |
| 2023-06-30 | $455k | 16k | 28.69 |
| 2023-03-31 | $455k | 16k | 28.60 |
| 2022-12-31 | $228k | 6.9k | 33.12 |
| 2022-09-30 | $211k | 7.0k | 30.26 |
| 2022-06-30 | $250k | 7.0k | 35.88 |
| 2022-03-31 | $286k | 6.9k | 41.18 |
| 2021-12-31 | $308k | 6.9k | 44.46 |
| 2021-09-30 | $321k | 7.0k | 45.73 |
| 2021-06-30 | $289k | 7.0k | 41.27 |
| 2021-03-31 | $326k | 8.4k | 38.63 |
| 2020-12-31 | $328k | 9.8k | 33.42 |
| 2020-09-30 | $236k | 9.8k | 24.14 |
| 2020-06-30 | $231k | 9.7k | 23.77 |
| 2020-03-31 | $216k | 10k | 21.20 |
| 2019-12-31 | $291k | 12k | 24.63 |
| 2019-09-30 | $379k | 13k | 29.18 |
| 2019-06-30 | $340k | 12k | 27.62 |
| 2019-03-31 | $340k | 12k | 27.62 |
| 2018-12-31 | $291k | 12k | 24.63 |