A detailed history of Cassady Schiller Wealth Management, LLC transactions in Bank Of America Corp stock. As of the latest transaction made, Cassady Schiller Wealth Management, LLC holds 775 shares of BAC stock, worth $35,696. This represents 0.01% of its overall portfolio holdings.

Number of Shares
775
Previous 775 -0.0%
Holding current value
$35,696
Previous $30,000 -0.0%
% of portfolio
0.01%
Previous 0.01%

Shares

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

May 13, 2024

BUY
$31.73 - $37.92 $2,379 - $2,844
75 Added 10.71%
775 $29,000
Q1 2023

May 12, 2023

SELL
$26.97 - $36.77 $1,753 - $2,390
-65 Reduced 8.5%
700 $20,000
Q4 2022

Feb 13, 2023

BUY
$29.77 - $38.41 $22,774 - $29,383
765 New
765 $25,000
Q1 2022

May 12, 2022

SELL
$38.34 - $49.38 $33,240 - $42,812
-867 Closed
0 $0
Q4 2021

Feb 09, 2022

BUY
$43.08 - $48.37 $37,350 - $41,936
867 New
867 $39,000

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 $370B
  • 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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