A detailed history of Worth Financial Advisory Group, LLC transactions in Bank Of America Corp stock. As of the latest transaction made, Worth Financial Advisory Group, LLC holds 19,749 shares of BAC stock, worth $792,329. This represents 0.52% of its overall portfolio holdings.

Number of Shares
19,749
Previous 19,175 2.99%
Holding current value
$792,329
Previous $727 Million 8.02%
% of portfolio
0.52%
Previous 0.5%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 26, 2024

BUY
$34.68 - $40.02 $19,906 - $22,971
574 Added 2.99%
19,749 $785 Million
Q1 2024

Apr 30, 2024

BUY
$31.73 - $37.92 $3,268 - $3,905
103 Added 0.54%
19,175 $727 Million
Q4 2023

Jan 19, 2024

SELL
$25.17 - $33.94 $5,940 - $8,009
-236 Reduced 1.22%
19,072 $642 Million
Q3 2023

Oct 13, 2023

SELL
$27.17 - $32.65 $14,916 - $17,924
-549 Reduced 2.76%
19,308 $529 Million
Q2 2023

Jul 28, 2023

SELL
$26.99 - $30.56 $207,067 - $234,456
-7,672 Reduced 27.87%
19,857 $570 Million
Q1 2023

Apr 19, 2023

BUY
$26.97 - $36.77 $117,454 - $160,133
4,355 Added 18.79%
27,529 $787 Million
Q4 2022

Feb 13, 2023

BUY
$29.77 - $38.41 $689,889 - $890,113
23,174 New
23,174 $768 Million

Others Institutions Holding BAC

About Bank of America Corp


  • Ticker BAC
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 8,024,450,048
  • Market Cap $322B
  • Description
  • Bank of America Corporation, through its subsidiaries, provides banking and financial products and services for individual consumers, small and middle-market businesses, institutional investors, large corporations, and governments worldwide. Its Consumer Banking segment offers traditional and money market savings accounts, certificates of deposi...
More about BAC
Track This Portfolio

Track Worth Financial Advisory Group, LLC Portfolio

Follow Worth Financial Advisory Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Worth Financial Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Worth Financial Advisory Group, LLC with notifications on news.