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
Download as csv Download as ExcelQuarterly 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 |