A detailed history of Avantax Planning Partners, Inc. transactions in Bank Of America Corp stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 116,315 shares of BAC stock, worth $5.24 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
116,315
Previous 160,265 27.42%
Holding current value
$5.24 Million
Previous $6.37 Million 27.57%
% of portfolio
0.17%
Previous 0.21%

Shares

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

Nov 13, 2024

SELL
$36.65 - $44.13 $1.61 Million - $1.94 Million
-43,950 Reduced 27.42%
116,315 $4.62 Million
Q2 2024

Aug 09, 2024

SELL
$34.68 - $40.02 $124,917 - $144,152
-3,602 Reduced 2.2%
160,265 $6.37 Million
Q1 2024

May 02, 2024

BUY
$31.73 - $37.92 $2.31 Million - $2.76 Million
72,903 Added 80.14%
163,867 $6.21 Million
Q4 2023

Feb 09, 2024

SELL
$25.17 - $33.94 $364,990 - $492,163
-14,501 Reduced 13.75%
90,964 $3.06 Million
Q3 2023

Nov 03, 2023

BUY
$27.17 - $32.65 $694,139 - $834,142
25,548 Added 31.97%
105,465 $2.89 Million
Q2 2023

Jul 17, 2023

BUY
$26.99 - $30.56 $67,016 - $75,880
2,483 Added 3.21%
79,917 $2.29 Million
Q1 2023

Apr 20, 2023

BUY
$26.97 - $36.77 $1.07 Million - $1.46 Million
39,589 Added 104.61%
77,434 $2.21 Million
Q4 2022

Feb 09, 2023

BUY
$29.77 - $38.41 $33,163 - $42,788
1,114 Added 3.03%
37,845 $1.25 Million
Q3 2022

Oct 14, 2022

SELL
$18.8 - $35.27 $33,445 - $62,745
-1,779 Reduced 4.62%
36,731 $1.11 Million
Q2 2022

Jul 18, 2022

BUY
$31.13 - $40.9 $53,979 - $70,920
1,734 Added 4.72%
38,510 $1.2 Million
Q1 2022

May 09, 2022

BUY
$38.34 - $49.38 $197,527 - $254,405
5,152 Added 16.29%
36,776 $1.52 Million
Q4 2021

Jan 28, 2022

BUY
$43.08 - $48.37 $75,993 - $85,324
1,764 Added 5.91%
31,624 $1.41 Million
Q3 2021

Oct 27, 2021

BUY
$36.93 - $43.26 $14,033 - $16,438
380 Added 1.29%
29,860 $1.27 Million
Q2 2021

Aug 10, 2021

BUY
$38.08 - $43.27 $210,201 - $238,850
5,520 Added 23.04%
29,480 $1.22 Million
Q1 2021

May 06, 2021

BUY
$29.65 - $38.99 $59,329 - $78,018
2,001 Added 9.11%
23,960 $927,000
Q4 2020

Feb 04, 2021

SELL
$23.47 - $30.31 $56,750 - $73,289
-2,418 Reduced 9.92%
21,959 $666,000
Q3 2020

Oct 28, 2020

BUY
$22.77 - $26.92 $17,942 - $21,212
788 Added 3.34%
24,377 $587,000
Q2 2020

Jul 15, 2020

SELL
$19.77 - $28.54 $29,734 - $42,924
-1,504 Reduced 5.99%
23,589 $560,000
Q1 2020

Apr 27, 2020

SELL
$18.08 - $35.64 $289,912 - $571,487
-16,035 Reduced 38.99%
25,093 $533,000
Q4 2019

Jan 15, 2020

BUY
$27.63 - $35.52 $2,155 - $2,770
78 Added 0.19%
41,128 $1.45 Million
Q3 2019

Nov 08, 2019

SELL
$26.25 - $30.89 $263,392 - $309,950
-10,034 Reduced 19.64%
41,050 $1.2 Million
Q2 2019

Aug 07, 2019

BUY
$26.6 - $30.77 $255,120 - $295,115
9,591 Added 23.11%
51,084 $1.49 Million
Q1 2019

May 08, 2019

SELL
$24.56 - $29.82 $68,252 - $82,869
-2,779 Reduced 6.28%
41,493 $1.15 Million
Q4 2018

Feb 14, 2019

BUY
$22.73 - $30.43 $26,389 - $35,329
1,161 Added 2.69%
44,272 $1.09 Million
Q3 2018

Nov 13, 2018

BUY
$27.78 - $31.8 $123,176 - $141,001
4,434 Added 11.46%
43,111 $1.27 Million
Q2 2018

Aug 13, 2018

SELL
$28.19 - $31.22 $138,046 - $152,884
-4,897 Reduced 11.24%
38,677 $1.09 Million
Q1 2018

May 15, 2018

SELL
$29.17 - $32.84 $337,117 - $379,531
-11,557 Reduced 20.96%
43,574 $1.31 Million
Q4 2017

Feb 09, 2018

SELL
$25.45 - $29.88 $750,902 - $881,609
-29,505 Reduced 34.86%
55,131 $1.63 Million
Q3 2017

Oct 19, 2017

BUY
$22.89 - $25.45 $1.94 Million - $2.15 Million
84,636
84,636 $2.15 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 $362B
  • 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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