Bank of America Corporation shares owned by Spartan Planning & Wealth Management
Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by Spartan Planning & Wealth Management
from 13F filings
Historical chart of Spartan Planning & Wealth Management investment in Bank of America Corporation
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Quarterly reported holdings in Bank of America Corporation by Spartan Planning & Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $788k | 14k | 55.00 |
| 2025-09-30 | $639k | 12k | 51.59 |
| 2025-06-30 | $695k | 15k | 47.32 |
| 2025-03-31 | $315k | 7.5k | 41.73 |
| 2024-12-31 | $671k | 15k | 43.95 |
| 2023-12-31 | $285k | 8.5k | 33.67 |
| 2023-09-30 | $192 | 7 | 27.43 |
| 2022-09-30 | $0 | 6 | 0.00 |
| 2022-06-30 | $0 | 6 | 0.00 |
| 2022-03-31 | $84k | 2.0k | 41.16 |
More positions owned by Spartan Planning & Wealth Management
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