Bank of America Corporation shares owned by WCG Wealth Advisors
Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by WCG Wealth Advisors
from 13F filings
Historical chart of WCG Wealth 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 WCG Wealth 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 WCG Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $4.1M | 104k | 39.68 |
2024-06-30 | $2.7M | 67k | 39.78 |
2024-03-31 | $2.4M | 63k | 37.92 |
2023-12-31 | $2.7M | 80k | 33.67 |
2023-09-30 | $2.4M | 87k | 27.55 |
2023-03-31 | $1.3M | 46k | 28.59 |
2022-09-30 | $287k | 9.5k | 30.22 |
2022-06-30 | $299k | 9.6k | 31.15 |