A detailed history of Heritage Wealth Management, Inc. /Ca/ transactions in Bank Of America Corp stock. As of the latest transaction made, Heritage Wealth Management, Inc. /Ca/ holds 4,663 shares of BAC stock, worth $200,042. This represents 0.13% of its overall portfolio holdings.

Number of Shares
4,663
Previous 2,100 122.05%
Holding current value
$200,042
Previous $70.7 Million 150.08%
% of portfolio
0.13%
Previous 0.06%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 06, 2024

SELL
$31.73 - $37.92 $3,046 - $3,640
-96 Reduced 2.02%
4,663 $177 Million
Q4 2023

Feb 14, 2024

BUY
$25.17 - $33.94 $119,784 - $161,520
4,759 New
4,759 $160 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 $344B
  • 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
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