Bank of America Corporation shares owned by Summit Wealth & Retirement Planning
Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by Summit Wealth & Retirement Planning
from 13F filings
Historical chart of Summit Wealth & Retirement Planning investment in Bank of America Corporation
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Quarterly reported holdings in Bank of America Corporation by Summit Wealth & Retirement Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $527k | 13k | 39.68 |
| 2024-06-30 | $497k | 13k | 39.77 |
| 2024-03-31 | $484k | 13k | 37.92 |
| 2021-03-31 | $211k | 5.5k | 38.63 |
| 2019-12-31 | $206k | 5.8k | 35.23 |
| 2019-06-30 | $210k | 7.2k | 29.02 |
| 2019-03-31 | $200k | 7.2k | 27.64 |
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