Burt Wealth Advisors Bank Of America Corp Transaction History

Burt Wealth Advisors

  • $431 Million
  • Q2 2025

A detailed history of Burt Wealth Advisors transactions in Bank Of America Corp stock. As of the latest transaction made, Burt Wealth Advisors holds 6,967 shares of BAC stock, worth $369,460. This represents 0.08% of its overall portfolio holdings.

Number of Shares
6,967
Previous 6,966 0.01%
Holding current value
$369,460
Previous $290,000 13.45%
% of portfolio
0.08%
Previous 0.07%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 09, 2025
BUY
$34.39 - $47.46 $34 - $47
1 Added 0.01%
6,967 $329,000
Q1 2025

Apr 22, 2025
SELL
$39.61 - $47.74 $31,371 - $37,810
-792 Reduced 10.21%
6,966 $290,000
Q3 2024

Oct 31, 2024
SELL
$36.65 - $44.13 $12,607 - $15,180
-344 Reduced 4.25%
7,758 $307,000
Q2 2024

Jul 16, 2024
SELL
$34.68 - $40.02 $25,559 - $29,494
-737 Reduced 8.34%
8,102 $322,000
Q1 2024

Apr 18, 2024
BUY
$31.73 - $37.92 $45,246 - $54,073
1,426 Added 19.24%
8,839 $335,000
Q3 2023

Oct 11, 2023
BUY
$27.17 - $32.65 $7,417 - $8,913
273 Added 3.82%
7,413 $202,000
Q2 2023

Jul 18, 2023
BUY
$26.99 - $30.56 $26 - $30
1 Added 0.01%
7,140 $204,000
Q1 2023

Apr 13, 2023
BUY
$26.97 - $36.77 $28,372 - $38,682
1,052 Added 17.28%
7,139 $204,000
Q4 2022

Jan 17, 2023
BUY
$29.77 - $38.41 $181,209 - $233,801
6,087 New
6,087 $202,000
Q1 2021

Apr 15, 2021
SELL
$29.65 - $38.99 $119,074 - $156,583
-4,016 Closed
0 $0
Q4 2020

Feb 11, 2021
BUY
$23.47 - $30.31 $704 - $909
30 Added 0.75%
4,016 $122,000
Q2 2020

Aug 05, 2020
SELL
$19.77 - $28.54 $5,219 - $7,534
-264 Reduced 6.21%
3,986 $95,000
Q1 2020

Apr 29, 2020
SELL
$18.08 - $35.64 $7,195 - $14,184
-398 Reduced 8.56%
4,250 $90,000
Q4 2019

Jan 29, 2020
BUY
$27.63 - $35.52 $11,079 - $14,243
401 Added 9.44%
4,648 $164,000
Q3 2019

Oct 31, 2019
SELL
$26.25 - $30.89 $11,523 - $13,560
-439 Reduced 9.37%
4,247 $124,000
Q2 2019

Aug 05, 2019
SELL
$26.6 - $30.77 $29,020 - $33,570
-1,091 Reduced 18.89%
4,686 $136,000
Q4 2018

Feb 08, 2019
BUY
$22.73 - $30.43 $29,003 - $38,828
1,276 Added 28.35%
5,777 $142,000
Q4 2017

Jan 30, 2018
BUY
$25.45 - $29.88 $2,545 - $2,988
100 Added 2.27%
4,501 $133,000
Q3 2017

Nov 09, 2017
BUY
$22.89 - $25.45 $98,289 - $109,282
4,294 Added 4013.08%
4,401 $112,000
Q2 2017

Aug 07, 2017
BUY
N/A
107
107 $4.45 Million

Others Institutions Holding BAC

# of Institutions
3,817
Shares Held
5.31B
Call Options Held
78.3M
Put Options Held
116M
View Full List

About Bank of America Corp

BAC Quotes by TradingView
  • Ticker BAC
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 8,024,450,048
  • Market Cap $426B
  • 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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