Bank of America Corporation shares owned by Wescott Financial Advisory Group
Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by Wescott Financial Advisory Group
from 13F filings
Historical chart of Wescott Financial Advisory Group investment in Bank of America Corporation
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Quarterly reported holdings in Bank of America Corporation by Wescott Financial Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $595k | 15k | 39.68 |
| 2024-06-30 | $591k | 15k | 39.77 |
| 2024-03-31 | $551k | 15k | 37.92 |
| 2023-09-30 | $398k | 15k | 27.38 |
| 2023-06-30 | $452k | 16k | 28.69 |
| 2023-03-31 | $444k | 16k | 28.60 |
| 2022-12-31 | $487k | 15k | 33.12 |
| 2022-09-30 | $453k | 15k | 30.22 |
| 2022-06-30 | $469k | 15k | 31.14 |
| 2022-03-31 | $627k | 15k | 41.23 |
| 2021-12-31 | $666k | 15k | 44.52 |
| 2021-09-30 | $661k | 16k | 42.45 |
| 2021-06-30 | $580k | 15k | 38.12 |
| 2021-03-31 | $591k | 15k | 38.68 |
| 2020-12-31 | $460k | 15k | 30.33 |
More positions owned by Wescott Financial Advisory Group
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