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
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Quarterly reported holdings in Bank of America Corporation by WCG Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.0M | 77k | 51.59 |
| 2025-06-30 | $3.7M | 79k | 47.32 |
| 2025-03-31 | $4.0M | 96k | 41.73 |
| 2024-12-31 | $4.8M | 109k | 43.95 |
| 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 |