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 |
|---|---|---|---|
| 2023-12-31 | $540k | 16k | 33.67 |
| 2023-09-30 | $439k | 16k | 27.38 |
| 2023-06-30 | $6.2k | 217 | 28.69 |
| 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 |
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