A detailed history of Arbor Trust Wealth Advisors, LLC transactions in Bank Of America Corp stock. As of the latest transaction made, Arbor Trust Wealth Advisors, LLC holds 9,858 shares of BAC stock, worth $393,925. This represents 0.21% of its overall portfolio holdings.

Number of Shares
9,858
Previous 9,732 1.29%
Holding current value
$393,925
Previous $369,000 6.23%
% of portfolio
0.21%
Previous 0.2%

Shares

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

Aug 02, 2024

BUY
$34.68 - $40.02 $4,369 - $5,042
126 Added 1.29%
9,858 $392,000
Q1 2024

Apr 15, 2024

BUY
$31.73 - $37.92 $15,865 - $18,960
500 Added 5.42%
9,732 $369,000
Q4 2023

Jan 30, 2024

SELL
$25.17 - $33.94 $8,809 - $11,879
-350 Reduced 3.65%
9,232 $310,000
Q3 2023

Oct 10, 2023

SELL
$27.17 - $32.65 $4,347 - $5,224
-160 Reduced 1.64%
9,582 $262,000
Q2 2023

Jul 31, 2023

BUY
$26.99 - $30.56 $30,606 - $34,655
1,134 Added 13.17%
9,742 $279,000
Q4 2022

Jan 31, 2023

BUY
$29.77 - $38.41 $45,399 - $58,575
1,525 Added 21.53%
8,608 $285,000
Q3 2022

Oct 24, 2022

SELL
$18.8 - $35.27 $11,750 - $22,043
-625 Reduced 8.11%
7,083 $215,000
Q2 2022

Jul 15, 2022

BUY
$31.13 - $40.9 $715 - $940
23 Added 0.3%
7,708 $240,000
Q1 2022

Apr 25, 2022

BUY
$38.34 - $49.38 $3,834 - $4,938
100 Added 1.32%
7,685 $317,000
Q3 2021

Nov 12, 2021

SELL
$36.93 - $43.26 $28,620 - $33,526
-775 Reduced 9.27%
7,585 $322,000
Q2 2021

Jul 26, 2021

BUY
$38.08 - $43.27 $49,504 - $56,251
1,300 Added 18.41%
8,360 $345,000
Q1 2021

May 10, 2021

BUY
$29.65 - $38.99 $209,329 - $275,269
7,060 New
7,060 $272,000

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 $321B
  • 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 Arbor Trust Wealth Advisors, LLC Portfolio

Follow Arbor Trust Wealth Advisors, 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 Arbor Trust Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Arbor Trust Wealth Advisors, LLC with notifications on news.