Ownership history in Cornerstone Wealth Group, LLC · 27 quarters on record
This page tracks every 13F SEC filing in which Cornerstone Wealth Group, LLC reported a position in BANK AMER CORP (BAC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 282,472 | +2,277 | +0.8% | 1.06% | $15.5M | $54.69 |
| 2025 Q3 | ADDED | 280,195 | +2,862 | +1.0% | 0.98% | $14.5M | $51.03 |
| 2025 Q2 | ADDED | 277,333 | +5,921 | +2.2% | 0.98% | $13.1M | $46.55 |
| 2025 Q1 | ADDED | 271,412 | +17,687 | +7.0% | 0.94% | $11.3M | $40.81 |
| 2024 Q4 | REDUCED | 253,725 | -92,909 | -26.8% | 0.91% | $11.2M | $42.71 |
| 2024 Q3 | ADDED | 346,634 | +1,058 | +0.3% | 1.14% | $13.8M | $38.35 |
| 2024 Q2 | ADDED | 345,576 | +6,378 | +1.9% | 1.22% | $13.7M | $38.19 |
| 2024 Q1 | ADDED | 339,198 | +119,093 | +54.1% | 1.18% | $12.9M | $36.19 |
| 2023 Q4 | ADDED | 220,105 | +160,422 | +268.8% | 1.06% | $7.4M | $31.91 |
| 2023 Q3 | REDUCED | 59,683 | -1,398 | -2.3% | 0.29% | $1.6M | $25.74 |
As of 2025 Q4 — sorted by position size