Bank of America Corporation shares owned by Valued Wealth Advisors
Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by Valued Wealth Advisors
from 13F filings
Historical chart of Valued Wealth Advisors investment in Bank of America Corporation
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Quarterly reported holdings in Bank of America Corporation by Valued Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $70k | 1.4k | 51.59 |
| 2025-06-30 | $63k | 1.3k | 47.34 |
| 2025-03-31 | $24k | 568 | 41.76 |
| 2024-12-31 | $38k | 874 | 43.97 |
| 2024-09-30 | $32k | 810 | 39.69 |
| 2024-06-30 | $47k | 1.2k | 39.77 |
| 2024-03-31 | $22k | 590 | 37.92 |