Bank of America Corporation shares owned by TrueWealth Advisors
Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by TrueWealth Advisors
from 13F filings
Historical chart of TrueWealth 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 TrueWealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Bank of America Corporation by TrueWealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $378k | 9.5k | 39.68 |
| 2024-06-30 | $370k | 9.3k | 39.77 |
| 2024-03-31 | $307k | 8.1k | 37.92 |
| 2023-12-31 | $307k | 9.1k | 33.67 |
| 2023-09-30 | $253k | 9.2k | 27.38 |
| 2023-06-30 | $271k | 9.4k | 28.69 |
| 2023-03-31 | $294k | 10k | 28.60 |
| 2022-12-31 | $476k | 14k | 33.12 |
| 2022-09-30 | $434k | 14k | 30.20 |
| 2022-06-30 | $447k | 14k | 31.13 |
| 2022-03-31 | $510k | 14k | 37.14 |
| 2021-12-31 | $612k | 14k | 44.47 |
| 2021-09-30 | $594k | 14k | 42.46 |
| 2021-06-30 | $566k | 14k | 41.22 |
| 2021-03-31 | $523k | 14k | 38.09 |
| 2020-12-31 | $458k | 14k | 33.06 |