Bank of America Corporation shares owned by WealthPlan Investment Management
Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by WealthPlan Investment Management
from 13F filings
Historical chart of WealthPlan Investment Management investment in Bank of America Corporation
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Quarterly reported holdings in Bank of America Corporation by WealthPlan Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $2.7M | 55k | 48.75 |
| 2025-12-31 | $2.2M | 40k | 55.00 |
| 2025-09-30 | $702k | 14k | 51.59 |
| 2025-06-30 | $632k | 13k | 47.32 |
| 2025-03-31 | $498k | 12k | 41.73 |
| 2024-12-31 | $522k | 12k | 43.95 |
| 2024-09-30 | $1.4M | 35k | 39.68 |
| 2024-06-30 | $646k | 16k | 39.77 |
| 2024-03-31 | $611k | 16k | 37.92 |
| 2023-12-31 | $540k | 16k | 33.67 |
| 2023-09-30 | $372k | 14k | 27.38 |
| 2023-06-30 | $1.0M | 37k | 27.73 |
| 2023-03-31 | $456k | 16k | 28.60 |
| 2022-12-31 | $925k | 26k | 35.65 |
| 2022-09-30 | $600k | 24k | 25.00 |
| 2022-03-31 | $673k | 20k | 33.33 |
More positions owned by WealthPlan Investment Management
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