A detailed history of 9258 Wealth Management, LLC transactions in Bank Of America Corp stock. As of the latest transaction made, 9258 Wealth Management, LLC holds 65,825 shares of BAC stock, worth $2.91 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares
65,825
Previous 65,507 0.49%
Holding current value
$2.91 Million
Previous $2.61 Million 0.27%
% of portfolio
0.39%
Previous 0.41%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$36.65 - $44.13 $11,654 - $14,033
318 Added 0.49%
65,825 $2.61 Million
Q2 2024

Aug 02, 2024

SELL
$34.68 - $40.02 $151,829 - $175,207
-4,378 Reduced 6.26%
65,507 $2.61 Million
Q1 2024

May 03, 2024

BUY
$31.73 - $37.92 $7,551 - $9,024
238 Added 0.34%
69,885 $2.65 Million
Q4 2023

Feb 06, 2024

SELL
$25.17 - $33.94 $50,566 - $68,185
-2,009 Reduced 2.8%
69,647 $2.35 Million
Q3 2023

Nov 08, 2023

SELL
$27.17 - $32.65 $19,127 - $22,985
-704 Reduced 0.97%
71,656 $1.96 Million
Q2 2023

Aug 08, 2023

SELL
$26.99 - $30.56 $24,452 - $27,687
-906 Reduced 1.24%
72,360 $2.08 Million
Q1 2023

May 03, 2023

SELL
$26.97 - $36.77 $2,508 - $3,419
-93 Reduced 0.13%
73,266 $2.1 Million
Q4 2022

Feb 03, 2023

BUY
$29.77 - $38.41 $195,023 - $251,623
6,551 Added 9.81%
73,359 $2.43 Million
Q3 2022

Nov 08, 2022

BUY
$18.8 - $35.27 $25,060 - $47,014
1,333 Added 2.04%
66,808 $2.02 Million
Q2 2022

Aug 04, 2022

SELL
$31.13 - $40.9 $66,867 - $87,853
-2,148 Reduced 3.18%
65,475 $2.04 Million
Q1 2022

May 13, 2022

BUY
$38.34 - $49.38 $126,675 - $163,151
3,304 Added 5.14%
67,623 $2.79 Million
Q4 2021

Feb 11, 2022

BUY
$43.08 - $48.37 $200,882 - $225,549
4,663 Added 7.82%
64,319 $2.86 Million
Q3 2021

Nov 12, 2021

SELL
$36.93 - $43.26 $71,127 - $83,318
-1,926 Reduced 3.13%
59,656 $2.53 Million
Q2 2021

Aug 13, 2021

BUY
$38.08 - $43.27 $74,522 - $84,679
1,957 Added 3.28%
61,582 $2.54 Million
Q1 2021

May 11, 2021

SELL
$29.65 - $38.99 $2,668 - $3,509
-90 Reduced 0.15%
59,625 $2.31 Million
Q4 2020

Feb 10, 2021

BUY
$23.47 - $30.31 $20,278 - $26,187
864 Added 1.47%
59,715 $1.81 Million
Q3 2020

Nov 13, 2020

BUY
$22.77 - $26.92 $32,879 - $38,872
1,444 Added 2.52%
58,851 $1.4 Million
Q2 2020

Aug 13, 2020

SELL
$19.77 - $28.54 $30,307 - $43,751
-1,533 Reduced 2.6%
57,407 $1.36 Million
Q1 2020

May 05, 2020

BUY
$18.08 - $35.64 $55,957 - $110,305
3,095 Added 5.54%
58,940 $1.38 Million
Q4 2019

Feb 06, 2020

BUY
$27.63 - $35.52 $19,368 - $24,899
701 Added 1.27%
55,845 $1.97 Million
Q3 2019

Nov 07, 2019

BUY
$26.25 - $30.89 $4,515 - $5,313
172 Added 0.31%
55,144 $1.61 Million
Q2 2019

Aug 07, 2019

BUY
$26.6 - $30.77 $177,262 - $205,051
6,664 Added 13.79%
54,972 $1.59 Million
Q1 2019

May 07, 2019

SELL
$24.56 - $29.82 $197,904 - $240,289
-8,058 Reduced 14.3%
48,308 $1.33 Million
Q4 2018

Feb 12, 2019

BUY
$22.73 - $30.43 $1.28 Million - $1.72 Million
56,366 New
56,366 $1.39 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 $354B
  • 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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