Bank of America Corporation shares owned by Wealth Management Group
Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by Wealth Management Group
from 13F filings
Historical chart of Wealth Management Group investment in Bank of America Corporation
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Quarterly reported holdings in Bank of America Corporation by Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.6M | 69k | 51.59 |
| 2025-06-30 | $3.2M | 68k | 47.32 |
| 2025-03-31 | $3.9M | 94k | 41.73 |
| 2024-12-31 | $4.3M | 97k | 43.95 |
| 2024-09-30 | $4.2M | 105k | 39.68 |
| 2024-06-30 | $4.4M | 110k | 39.77 |
| 2024-03-31 | $4.6M | 121k | 37.92 |
| 2023-09-30 | $215k | 7.8k | 27.38 |
| 2023-03-31 | $4.3M | 151k | 28.60 |
| 2022-12-31 | $4.5M | 135k | 33.12 |
| 2015-12-31 | $410k | 24k | 16.81 |
| 2015-09-30 | $393k | 25k | 15.57 |
| 2015-06-30 | $422k | 25k | 17.00 |
| 2014-03-31 | $5.4M | 314k | 17.20 |
| 2013-12-31 | $5.1M | 326k | 15.57 |
| 2013-09-30 | $4.8M | 345k | 13.80 |
| 2013-06-30 | $4.2M | 325k | 12.86 |
| 2013-03-31 | $3.9M | 318k | 12.18 |
| 2012-12-31 | $3.9M | 335k | 11.61 |
| 2012-09-30 | $2.5M | 285k | 8.83 |
| 2012-06-30 | $1.0M | 123k | 8.18 |
| 2012-03-31 | $109k | 12k | 9.55 |
| 2011-12-31 | $60k | 11k | 5.52 |
| 2011-09-30 | $89k | 15k | 6.10 |
| 2011-06-30 | $2.3M | 211k | 10.96 |
| 2011-03-31 | $3.3M | 248k | 13.33 |