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Bank of America Corporation shares owned by WR Wealth Planners

Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by WR Wealth Planners from 13F filings

Historical chart of WR Wealth Planners investment in Bank of America Corporation

Tip: Access up to 7 years of quarterly data

All positions including Bank of America Corporation held by WR Wealth Planners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Bank of America Corporation by WR Wealth Planners

Quarter filed Position value Share count Share price at filing
2024-06-30 $457k 12k 39.77
2024-03-31 $425k 11k 37.92
2023-12-31 $382k 11k 33.67
2023-09-30 $312k 11k 27.38
2023-06-30 $328k 11k 28.69
2023-03-31 $305k 11k 28.60

More positions owned by WR Wealth Planners

Spdr S&p 500 Etf Trust Etf (SPY)
Goldman Sachs Access Treasury 0-1 Year Etf Etf (GBIL)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Avantis U.s. Equity Etf Etf (AVUS)
Avantis International Equity Etf Etf (AVDE)
Invesco Qqq Trust Series I Etf (QQQ)
Capital Group Growth Etf Etf (CGGR)
Avantis Short-term Fixed Income Etf Etf (AVSF)
Apple Stock (AAPL)
Spdr Portfolio S&p 500 Etf Etf (SPLG)
Capital Group Dividend Value Etf Etf (CGDV)
Amazon Stock (AMZN)
Spdr Gold Minishares Trust Etf (GLDM)
Microsoft Corp Stock (MSFT)
Avantis U.s. Small Cap Value Etf Etf (AVUV)

View all positions for WR Wealth Planners

Top funds holding Bank of America Corporation

Berkshire Hathaway
Vanguard Group
BlackRock
State Street Corporation
FMR
Jpmorgan Chase & Co
Geode Capital Management
Morgan Stanley
T. Rowe Price Associates
Franklin Resources
Northern Trust
Dodge & Cox
Legal & General Group
Ameriprise Financial
Bank of New York Mellon

View all funds holding Bank of America Corporation