Concord Wealth Partners Bank Of America Corp Transaction History

Concord Wealth Partners

  • $591 Million
  • Q3 2024

A detailed history of Concord Wealth Partners transactions in Bank Of America Corp stock. As of the latest transaction made, Concord Wealth Partners holds 28,324 shares of BAC stock, worth $1.33 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
28,324
Previous 28,641 1.11%
Holding current value
$1.33 Million
Previous $1.14 Million 1.32%
% of portfolio
0.19%
Previous 0.2%

Shares

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

Oct 24, 2024
SELL
$36.65 - $44.13 $11,618 - $13,989
-317 Reduced 1.11%
28,324 $1.12 Million
Q2 2024

Jul 31, 2024
SELL
$34.68 - $40.02 $1.09 Million - $1.26 Million
-31,375 Reduced 52.28%
28,641 $1.14 Million
Q1 2024

Apr 30, 2024
BUY
$31.73 - $37.92 $150,939 - $180,385
4,757 Added 8.61%
60,016 $2.28 Million
Q4 2023

Apr 30, 2024
BUY
$25.17 - $33.94 $128,442 - $173,195
5,103 Added 10.17%
55,259 $1.86 Million
Q4 2023

Feb 05, 2024
BUY
$25.17 - $33.94 $128,442 - $173,195
5,103 Added 10.17%
55,259 $1.86 Million
Q3 2023

Apr 30, 2024
SELL
$27.17 - $32.65 $138,648 - $166,612
-5,103 Reduced 9.23%
50,156 $1.37 Million
Q3 2023

Oct 25, 2023
BUY
$27.17 - $32.65 $200,867 - $241,381
7,393 Added 17.29%
50,156 $1.37 Million
Q2 2023

Aug 07, 2023
BUY
$26.99 - $30.56 $564,171 - $638,795
20,903 Added 95.62%
42,763 $1.23 Million
Q1 2023

Apr 26, 2023
BUY
$26.97 - $36.77 $40,104 - $54,676
1,487 Added 7.3%
21,860 $625,000
Q4 2022

Jan 27, 2023
SELL
$29.77 - $38.41 $143,431 - $185,059
-4,818 Reduced 19.13%
20,373 $674,000
Q3 2022

Nov 10, 2022
BUY
$18.8 - $35.27 $10,434 - $19,574
555 Added 2.25%
25,191 $761,000
Q2 2022

Aug 04, 2022
SELL
$31.13 - $40.9 $19,487 - $25,603
-626 Reduced 2.48%
24,636 $767,000
Q1 2022

Apr 20, 2022
BUY
$38.34 - $49.38 $42,519 - $54,762
1,109 Added 4.59%
25,262 $1.04 Million
Q4 2021

Jan 21, 2022
BUY
$43.08 - $48.37 $643,959 - $723,034
14,948 Added 162.39%
24,153 $1.08 Million
Q3 2021

Nov 09, 2021
SELL
$36.93 - $43.26 $399,065 - $467,467
-10,806 Reduced 54.0%
9,205 $391,000
Q2 2021

Jul 29, 2021
BUY
$38.08 - $43.27 $144,818 - $164,555
3,803 Added 23.46%
20,011 $825,000
Q1 2021

May 13, 2021
BUY
$29.65 - $38.99 $389,452 - $512,133
13,135 Added 427.43%
16,208 $627,000
Q4 2020

Feb 16, 2021
BUY
$23.47 - $30.31 $72,123 - $93,142
3,073 New
3,073 $93,000

Others Institutions Holding BAC

# of Institutions
3,297
Shares Held
5.23B
Call Options Held
85.8M
Put Options Held
100M
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 $377B
  • 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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