Bank of America Corporation shares owned by Private Wealth Partners
Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by Private Wealth Partners
from 13F filings
Historical chart of Private Wealth Partners investment in Bank of America Corporation
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Quarterly reported holdings in Bank of America Corporation by Private Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $558k | 11k | 51.59 |
| 2025-06-30 | $524k | 11k | 47.32 |
| 2025-03-31 | $462k | 11k | 41.73 |
| 2024-12-31 | $487k | 11k | 43.95 |
| 2024-09-30 | $713k | 18k | 39.68 |
| 2024-03-31 | $757k | 20k | 37.92 |
| 2023-12-31 | $445k | 13k | 33.67 |
| 2023-09-30 | $370k | 14k | 27.38 |
| 2023-06-30 | $1.9M | 65k | 28.69 |
| 2023-03-31 | $2.3M | 79k | 28.60 |
| 2022-12-31 | $2.4M | 73k | 33.12 |
| 2022-09-30 | $2.3M | 75k | 30.20 |
| 2022-06-30 | $2.3M | 74k | 31.13 |
| 2022-03-31 | $3.3M | 79k | 41.22 |
| 2021-12-31 | $3.7M | 82k | 44.49 |
| 2021-09-30 | $4.4M | 103k | 42.45 |
| 2021-06-30 | $4.3M | 104k | 41.23 |
| 2021-03-31 | $4.0M | 102k | 38.69 |
| 2020-12-31 | $3.4M | 111k | 30.31 |
| 2020-09-30 | $3.1M | 128k | 24.09 |
| 2020-06-30 | $4.1M | 172k | 23.75 |
| 2020-03-31 | $4.3M | 202k | 21.23 |
| 2019-12-31 | $14M | 394k | 35.22 |
| 2019-09-30 | $12M | 398k | 29.17 |
| 2019-06-30 | $12M | 404k | 29.00 |
| 2019-03-31 | $11M | 406k | 27.59 |
| 2018-12-31 | $10M | 418k | 24.64 |
| 2018-09-30 | $5.6M | 189k | 29.46 |
| 2018-06-30 | $5.1M | 183k | 28.19 |
| 2018-03-31 | $5.3M | 176k | 29.99 |
| 2017-12-31 | $4.7M | 161k | 29.52 |
| 2017-09-30 | $3.6M | 140k | 25.34 |
| 2017-06-30 | $3.4M | 142k | 24.26 |