Bank of America Corporation shares owned by Tandem Wealth Advisors
Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by Tandem Wealth Advisors
from 13F filings
Historical chart of Tandem 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 Tandem Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Bank of America Corporation by Tandem Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $491k | 9.5k | 51.59 |
| 2025-06-30 | $542k | 12k | 47.32 |
| 2025-03-31 | $410k | 9.8k | 41.73 |
| 2024-12-31 | $387k | 8.8k | 43.95 |
| 2024-09-30 | $307k | 7.7k | 39.68 |
| 2024-06-30 | $309k | 7.8k | 39.77 |
| 2024-03-31 | $294k | 7.8k | 37.92 |
| 2023-12-31 | $227k | 6.7k | 33.67 |
| 2023-09-30 | $184k | 6.7k | 27.38 |
| 2022-12-31 | $185k | 5.6k | 33.12 |