A detailed history of Accurate Wealth Management, LLC transactions in Bank Of America Corp stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 33,499 shares of BAC stock, worth $1.34 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares
33,499
Previous 27,504 21.8%
Holding current value
$1.34 Million
Previous $1.04 Million 27.83%
% of portfolio
0.31%
Previous 0.3%

Shares

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

Jul 17, 2024

BUY
$34.68 - $40.02 $207,906 - $239,919
5,995 Added 21.8%
33,499 $1.33 Million
Q1 2024

Apr 22, 2024

SELL
$31.73 - $37.92 $23,734 - $28,364
-748 Reduced 2.65%
27,504 $1.04 Million
Q4 2023

Jan 12, 2024

SELL
$25.17 - $33.94 $20,362 - $27,457
-809 Reduced 2.78%
28,252 $951,000
Q3 2023

Oct 23, 2023

BUY
$27.17 - $32.65 $18,149 - $21,810
668 Added 2.35%
29,061 $795,000
Q2 2023

Jul 24, 2023

BUY
$26.99 - $30.56 $150,361 - $170,249
5,571 Added 24.41%
28,393 $814,000
Q1 2023

Apr 13, 2023

BUY
$26.97 - $36.77 $92,453 - $126,047
3,428 Added 17.68%
22,822 $652,000
Q4 2022

Jan 11, 2023

BUY
$29.77 - $38.41 $191,778 - $247,437
6,442 Added 49.74%
19,394 $0
Q3 2022

Nov 14, 2022

SELL
$18.8 - $35.27 $12,784 - $23,983
-680 Reduced 4.99%
12,952 $461,000
Q2 2022

Aug 04, 2022

BUY
$31.13 - $40.9 $78,291 - $102,863
2,515 Added 22.62%
13,632 $429,000
Q1 2022

May 10, 2022

SELL
$38.34 - $49.38 $497,806 - $641,149
-12,984 Reduced 53.87%
11,117 $458,000
Q4 2021

Feb 08, 2022

BUY
$43.08 - $48.37 $19,816 - $22,250
460 Added 1.95%
24,101 $1.42 Million
Q3 2021

Oct 22, 2021

BUY
$36.93 - $43.26 $556,867 - $652,317
15,079 Added 176.12%
23,641 $1.39 Million
Q2 2021

Aug 25, 2021

BUY
$38.08 - $43.27 $326,040 - $370,477
8,562 New
8,562 $353,000

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
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