Bank of America Corporation shares owned by TruWealth Advisors
Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by TruWealth Advisors
from 13F filings
Historical chart of TruWealth Advisors investment in Bank of America Corporation
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Quarterly reported holdings in Bank of America Corporation by TruWealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 23k | 51.59 |
| 2025-06-30 | $1.1M | 23k | 47.32 |
| 2025-03-31 | $952k | 23k | 41.73 |
| 2024-12-31 | $1.1M | 25k | 43.95 |
| 2024-09-30 | $969k | 24k | 39.68 |
| 2024-06-30 | $1.0M | 26k | 39.77 |
| 2024-03-31 | $993k | 26k | 37.92 |
| 2023-12-31 | $947k | 28k | 33.67 |
| 2023-09-30 | $859k | 31k | 27.38 |
| 2023-06-30 | $9.7M | 337k | 28.69 |
| 2023-03-31 | $9.5M | 331k | 28.60 |
| 2022-12-31 | $11M | 319k | 33.12 |
| 2022-09-30 | $9.4M | 313k | 30.20 |
| 2022-06-30 | $15M | 494k | 31.13 |
| 2022-03-31 | $17M | 410k | 41.22 |
| 2021-12-31 | $18M | 393k | 44.49 |
| 2021-09-30 | $16M | 382k | 42.45 |
| 2021-06-30 | $17M | 411k | 41.23 |
| 2021-03-31 | $16M | 411k | 38.69 |
| 2020-12-31 | $12M | 398k | 30.31 |