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
Tip: Access up to 7 years of quarterly data
All positions including Bank of America Corporation held by Wealth Management Group consolidated in one spreadsheet with up to 7 years of data
Download as csv

Quarterly reported holdings in Bank of America Corporation by Wealth Management Group
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |