Bank of America Corporation shares owned by Regent Peak Wealth Advisors
Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by Regent Peak Wealth Advisors
from 13F filings
Historical chart of Regent Peak Wealth Advisors investment in Bank of America Corporation
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All positions including Bank of America Corporation held by Regent Peak Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Bank of America Corporation by Regent Peak Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-12-31 | $526k | 12k | 43.95 |
2024-09-30 | $431k | 11k | 39.68 |
2024-06-30 | $424k | 11k | 39.77 |
2024-03-31 | $385k | 10k | 37.92 |
2023-12-31 | $336k | 10k | 33.67 |
2023-09-30 | $265k | 9.7k | 27.38 |
2023-06-30 | $239k | 8.3k | 28.69 |
2023-03-31 | $228k | 8.0k | 28.60 |
2022-12-31 | $311k | 9.3k | 33.46 |
2022-09-30 | $276k | 9.2k | 30.13 |
2022-06-30 | $271k | 8.7k | 31.12 |
2022-03-31 | $370k | 9.0k | 41.24 |
2021-12-31 | $381k | 8.6k | 44.48 |
2021-09-30 | $345k | 8.1k | 42.46 |
2021-06-30 | $306k | 8.0k | 38.33 |
2021-03-31 | $263k | 6.8k | 38.60 |
2020-12-31 | $157k | 5.2k | 30.29 |
2020-06-30 | $292k | 12k | 23.74 |
2019-12-31 | $452k | 13k | 35.18 |
More positions owned by Regent Peak Wealth Advisors
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