Bank of America Corporation shares owned by WMG Financial Advisors
Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by WMG Financial Advisors
from 13F filings
Historical chart of WMG Financial Advisors investment in Bank of America Corporation
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All positions including Bank of America Corporation held by WMG Financial Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Bank of America Corporation by WMG Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $259k | 6.5k | 39.68 |
| 2024-06-30 | $247k | 6.2k | 39.77 |
| 2024-03-31 | $201k | 5.3k | 37.92 |
| 2022-03-31 | $215k | 5.2k | 41.25 |
| 2021-12-31 | $225k | 5.0k | 45.15 |