Bank of America Corporation shares owned by San Luis Wealth Advisors
Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by San Luis Wealth Advisors
from 13F filings
Historical chart of San Luis Wealth Advisors investment in Bank of America Corporation
Tip: Access up to 7 years of quarterly data
All positions including Bank of America Corporation held by San Luis Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Bank of America Corporation by San Luis Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $257k | 5.0k | 51.59 |
| 2022-03-31 | $2.0M | 45k | 44.50 |
| 2021-12-31 | $2.0M | 45k | 44.49 |
| 2021-09-30 | $1.4M | 32k | 42.45 |