A detailed history of Badgley Phelps Wealth Managers, LLC transactions in Bank Of America Corp stock. As of the latest transaction made, Badgley Phelps Wealth Managers, LLC holds 705,674 shares of BAC stock, worth $28.1 Million. This represents 0.71% of its overall portfolio holdings.

Number of Shares
705,674
Previous 664,761 6.15%
Holding current value
$28.1 Million
Previous $22.4 Million 19.56%
% of portfolio
0.71%
Previous 0.62%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024

BUY
$31.73 - $37.92 $1.3 Million - $1.55 Million
40,913 Added 6.15%
705,674 $26.8 Million
Q4 2023

Feb 14, 2024

BUY
$25.17 - $33.94 $921,322 - $1.24 Million
36,604 Added 5.83%
664,761 $22.4 Million
Q3 2023

Nov 02, 2023

BUY
$27.17 - $32.65 $916,987 - $1.1 Million
33,750 Added 5.68%
628,157 $17.2 Million
Q2 2023

Aug 14, 2023

BUY
$26.99 - $30.56 $329,008 - $372,526
12,190 Added 2.09%
594,407 $17.1 Million
Q1 2023

Apr 28, 2023

BUY
$26.97 - $36.77 $465,583 - $634,760
17,263 Added 3.06%
582,217 $16.7 Million
Q4 2022

Jan 27, 2023

SELL
$29.77 - $38.41 $88,446 - $114,116
-2,971 Reduced 0.52%
564,954 $0
Q3 2022

Nov 09, 2022

BUY
$18.8 - $35.27 $199,956 - $375,131
10,636 Added 1.91%
567,925 $17.2 Million
Q2 2022

Aug 01, 2022

SELL
$31.13 - $40.9 $165,393 - $217,301
-5,313 Reduced 0.94%
557,289 $17.3 Million
Q1 2022

May 09, 2022

SELL
$38.34 - $49.38 $156,120 - $201,075
-4,072 Reduced 0.72%
562,602 $23.2 Million
Q4 2021

Feb 08, 2022

BUY
$43.08 - $48.37 $701,040 - $787,125
16,273 Added 2.96%
566,674 $25.2 Million
Q3 2021

Nov 29, 2021

BUY
$36.93 - $43.26 $20.3 Million - $23.8 Million
550,401 New
550,401 $23.4 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 $319B
  • 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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