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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

Tip: Access up to 7 years of quarterly data

All positions including Bank of America Corporation held by TruWealth Advisors consolidated in one spreadsheet with up to 7 years of data

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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
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