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Bank of America Corporation shares owned by Vista Wealth Management Group

Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by Vista Wealth Management Group from 13F filings

Historical chart of Vista Wealth Management Group investment in Bank of America Corporation

Tip: Access up to 7 years of quarterly data

All positions including Bank of America Corporation held by Vista Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Bank of America Corporation by Vista Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $351k 8.0k 43.95
2024-09-30 $277k 7.0k 39.68
2024-06-30 $240k 6.0k 39.77
2022-12-31 $684k 21k 33.12
2022-09-30 $802k 23k 35.05
2022-06-30 $693k 23k 30.82
2022-03-31 $1.1M 27k 41.20
2021-12-31 $1.2M 27k 44.48
2021-09-30 $1.2M 27k 42.44
2021-06-30 $1.1M 28k 41.24
2021-03-31 $1.0M 26k 38.68
2020-09-30 $463k 19k 24.11
2019-12-31 $235k 6.7k 35.23