A detailed history of Carson Advisory Inc. transactions in Bank Of America Corp stock. As of the latest transaction made, Carson Advisory Inc. holds 61,773 shares of BAC stock, worth $2.73 Million. This represents 1.62% of its overall portfolio holdings.

Number of Shares
61,773
Previous 62,107 0.54%
Holding current value
$2.73 Million
Previous $2.47 Million 0.73%
% of portfolio
1.62%
Previous 1.8%

Shares

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

Nov 01, 2024

SELL
$36.65 - $44.13 $12,241 - $14,739
-334 Reduced 0.54%
61,773 $2.45 Million
Q2 2024

Aug 07, 2024

SELL
$34.68 - $40.02 $15,085 - $17,408
-435 Reduced 0.7%
62,107 $2.47 Million
Q1 2024

May 03, 2024

BUY
$31.73 - $37.92 $73,264 - $87,557
2,309 Added 3.83%
62,542 $2.37 Million
Q4 2023

Feb 06, 2024

BUY
$25.17 - $33.94 $74,327 - $100,224
2,953 Added 5.16%
60,233 $2.03 Million
Q3 2023

Nov 08, 2023

BUY
$27.17 - $32.65 $39,613 - $47,603
1,458 Added 2.61%
57,280 $1.57 Million
Q2 2023

Jul 28, 2023

BUY
$26.99 - $30.56 $1.51 Million - $1.71 Million
55,822 New
55,822 $1.6 Million
Q1 2023

May 05, 2023

SELL
$26.97 - $36.77 $414,744 - $565,449
-15,378 Reduced 21.4%
56,490 $1.62 Million
Q4 2022

Feb 08, 2023

BUY
$29.77 - $38.41 $36,736 - $47,397
1,234 Added 1.75%
71,868 $2.38 Million
Q3 2022

Nov 07, 2022

BUY
$18.8 - $35.27 $40,495 - $75,971
2,154 Added 3.15%
70,634 $2.13 Million
Q2 2022

Aug 03, 2022

BUY
$31.13 - $40.9 $225,381 - $296,116
7,240 Added 11.82%
68,480 $2.13 Million
Q1 2022

May 03, 2022

SELL
$38.34 - $49.38 $28,218 - $36,343
-736 Reduced 1.19%
61,240 $2.52 Million
Q4 2021

Feb 08, 2022

BUY
$43.08 - $48.37 $2.67 Million - $3 Million
61,976 New
61,976 $2.76 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 $354B
  • 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 Carson Advisory Inc. Portfolio

Follow Carson Advisory Inc. 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 Carson Advisory Inc., based on Form 13F filings with the SEC.

News

Stay updated on Carson Advisory Inc. with notifications on news.