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Bank of America Corporation shares owned by Worth Financial Advisory Group

Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by Worth Financial Advisory Group from 13F filings

Historical chart of Worth Financial Advisory 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 Worth Financial Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Bank of America Corporation by Worth Financial Advisory Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $775k 20k 39.68
2024-06-30 $785k 20k 39.77
2024-03-31 $727k 19k 37.92
2023-12-31 $642k 19k 33.67
2023-09-30 $529k 19k 27.38
2023-06-30 $570k 20k 28.69
2023-03-31 $787k 28k 28.60
2022-12-31 $768k 23k 33.12