A detailed history of Beverly Hills Private Wealth, LLC transactions in Bank Of America Corp stock. As of the latest transaction made, Beverly Hills Private Wealth, LLC holds 41,304 shares of BAC stock, worth $1.75 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares
41,304
Previous 39,305 5.09%
Holding current value
$1.75 Million
Previous $1.32 Billion 18.35%
% of portfolio
0.36%
Previous 0.35%

Shares

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

May 08, 2024

BUY
$31.73 - $37.92 $63,428 - $75,802
1,999 Added 5.09%
41,304 $1.57 Billion
Q4 2023

Jan 29, 2024

SELL
$25.17 - $33.94 $125,497 - $169,224
-4,986 Reduced 11.26%
39,305 $1.32 Billion
Q3 2023

Nov 08, 2023

SELL
$27.17 - $32.65 $544,215 - $653,979
-20,030 Reduced 31.14%
44,291 $1.21 Billion
Q2 2023

Aug 09, 2023

BUY
$26.99 - $30.56 $490,921 - $555,855
18,189 Added 39.43%
64,321 $2.01 Billion
Q1 2023

May 03, 2023

BUY
$26.97 - $36.77 $491,797 - $670,500
18,235 Added 65.37%
46,132 $1.32 Billion
Q4 2022

Feb 13, 2023

BUY
$29.77 - $38.41 $830,493 - $1.07 Million
27,897 New
27,897 $924 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 $340B
  • 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 Beverly Hills Private Wealth, LLC Portfolio

Follow Beverly Hills Private Wealth, 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 Beverly Hills Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beverly Hills Private Wealth, LLC with notifications on news.