Bank of America Corporation shares owned by True Wealth Design
Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by True Wealth Design
from 13F filings
Historical chart of True Wealth Design investment in Bank of America Corporation
Tip: Access up to 7 years of quarterly data
All positions including Bank of America Corporation held by True Wealth Design consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Bank of America Corporation by True Wealth Design
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $78k | 1.5k | 51.61 |
| 2025-06-30 | $28k | 591 | 47.33 |
| 2025-03-31 | $120k | 2.9k | 41.73 |
| 2024-12-31 | $114k | 2.6k | 43.95 |
| 2024-09-30 | $98k | 2.5k | 39.68 |
| 2024-06-30 | $12k | 300 | 39.77 |
| 2023-03-31 | $1.3k | 44 | 28.61 |