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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

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All positions including Bank of America Corporation held by True Wealth Design consolidated in one spreadsheet with up to 7 years of data

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Quarterly 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