A detailed history of Axxcess Wealth Management, LLC transactions in Bank Of America Corp stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 196,761 shares of BAC stock, worth $8.86 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
196,761
Previous 182,354 7.9%
Holding current value
$8.86 Million
Previous $7.25 Million 7.68%
% of portfolio
0.2%
Previous 0.2%

Shares

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

Nov 04, 2024

BUY
$36.65 - $44.13 $528,016 - $635,780
14,407 Added 7.9%
196,761 $7.81 Million
Q2 2024

Aug 09, 2024

BUY
$34.68 - $40.02 $575,896 - $664,572
16,606 Added 10.02%
182,354 $7.25 Million
Q1 2024

May 14, 2024

BUY
$31.73 - $37.92 $716,939 - $856,802
22,595 Added 15.78%
165,748 $6.29 Million
Q4 2023

Feb 06, 2024

BUY
$25.17 - $33.94 $1.72 Million - $2.32 Million
68,419 Added 91.55%
143,153 $4.82 Million
Q3 2023

Nov 14, 2023

BUY
$27.17 - $32.65 $1.34 Million - $1.61 Million
49,395 Added 194.94%
74,734 $2.05 Million
Q2 2023

Aug 08, 2023

SELL
$26.99 - $30.56 $114,005 - $129,085
-4,224 Reduced 14.29%
25,339 $726,000
Q1 2023

May 03, 2023

SELL
$26.97 - $36.77 $326,148 - $444,659
-12,093 Reduced 29.03%
29,563 $845,000
Q4 2022

Feb 14, 2023

SELL
$29.77 - $38.41 $13,515 - $17,438
-454 Reduced 1.08%
41,656 $1.38 Million
Q3 2022

Nov 14, 2022

BUY
$18.8 - $35.27 $30,926 - $58,019
1,645 Added 4.07%
42,110 $1.27 Million
Q2 2022

Aug 11, 2022

BUY
$31.13 - $40.9 $210,968 - $277,179
6,777 Added 20.12%
40,465 $1.26 Million
Q1 2022

Aug 11, 2022

BUY
$38.34 - $49.38 $430,098 - $553,944
11,218 Added 49.92%
33,688 $1.39 Million
Q4 2021

Aug 11, 2022

BUY
$43.08 - $48.37 $968,007 - $1.09 Million
22,470 New
22,470 $1 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
Track This Portfolio

Track Axxcess Wealth Management, LLC Portfolio

Follow Axxcess Wealth Management, 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 Axxcess Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Axxcess Wealth Management, LLC with notifications on news.