A detailed history of Connecticut Wealth Management, LLC transactions in Bank Of America Corp stock. As of the latest transaction made, Connecticut Wealth Management, LLC holds 37,720 shares of BAC stock, worth $1.67 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
37,720
Previous 38,657 2.42%
Holding current value
$1.67 Million
Previous $1.54 Million 2.6%
% of portfolio
0.07%
Previous 0.08%

Shares

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

Nov 13, 2024

SELL
$36.65 - $44.13 $34,341 - $41,349
-937 Reduced 2.42%
37,720 $1.5 Million
Q2 2024

Aug 13, 2024

SELL
$34.68 - $40.02 $134,835 - $155,597
-3,888 Reduced 9.14%
38,657 $1.54 Million
Q1 2024

May 01, 2024

SELL
$31.73 - $37.92 $269,641 - $322,244
-8,498 Reduced 16.65%
42,545 $1.61 Million
Q4 2023

Feb 06, 2024

SELL
$25.17 - $33.94 $95,192 - $128,361
-3,782 Reduced 6.9%
51,043 $1.72 Million
Q3 2023

Oct 19, 2023

BUY
$27.17 - $32.65 $481,859 - $579,047
17,735 Added 47.82%
54,825 $1.5 Million
Q2 2023

Jul 25, 2023

BUY
$26.99 - $30.56 $119,592 - $135,411
4,431 Added 13.57%
37,090 $1.06 Million
Q1 2023

Apr 18, 2023

SELL
$26.97 - $36.77 $70,175 - $95,675
-2,602 Reduced 7.38%
32,659 $934,000
Q4 2022

Jan 17, 2023

BUY
$29.77 - $38.41 $43,702 - $56,385
1,468 Added 4.34%
35,261 $0
Q3 2022

Nov 02, 2022

SELL
$18.8 - $35.27 $11,599 - $21,761
-617 Reduced 1.79%
33,793 $1.02 Million
Q2 2022

Jul 12, 2022

BUY
$31.13 - $40.9 $1,151 - $1,513
37 Added 0.11%
34,410 $1.07 Million
Q1 2022

Apr 18, 2022

SELL
$38.34 - $49.38 $132,004 - $170,015
-3,443 Reduced 9.1%
34,373 $1.42 Million
Q4 2021

Jan 24, 2022

SELL
$43.08 - $48.37 $437,003 - $490,665
-10,144 Reduced 21.15%
37,816 $1.68 Million
Q3 2021

Nov 02, 2021

SELL
$36.93 - $43.26 $14,587 - $17,087
-395 Reduced 0.82%
47,960 $2.04 Million
Q2 2021

Jul 29, 2021

SELL
$38.08 - $43.27 $83,433 - $94,804
-2,191 Reduced 4.33%
48,355 $1.99 Million
Q1 2021

Apr 29, 2021

BUY
$29.65 - $38.99 $237 - $311
8 Added 0.02%
50,546 $1.96 Million
Q4 2020

Jan 29, 2021

SELL
$23.47 - $30.31 $51,422 - $66,409
-2,191 Reduced 4.16%
50,538 $1.53 Million
Q3 2020

Oct 13, 2020

BUY
$22.77 - $26.92 $20,083 - $23,743
882 Added 1.7%
52,729 $1.27 Million
Q2 2020

Jul 14, 2020

SELL
$19.77 - $28.54 $19,176 - $27,683
-970 Reduced 1.84%
51,847 $1.23 Million
Q1 2020

Apr 20, 2020

SELL
$18.08 - $35.64 $30,500 - $60,124
-1,687 Reduced 3.1%
52,817 $1.12 Million
Q4 2019

Jan 29, 2020

SELL
$27.63 - $35.52 $28,956 - $37,224
-1,048 Reduced 1.89%
54,504 $1.92 Million
Q3 2019

Oct 24, 2019

BUY
$26.25 - $30.89 $437,115 - $514,380
16,652 Added 42.81%
55,552 $1.62 Million
Q2 2019

Jul 29, 2019

BUY
$26.6 - $30.77 $66,207 - $76,586
2,489 Added 6.84%
38,900 $1.13 Million
Q1 2019

Apr 23, 2019

BUY
$24.56 - $29.82 $221 - $268
9 Added 0.02%
36,411 $1.01 Million
Q4 2018

Jan 28, 2019

SELL
$22.73 - $30.43 $5,750 - $7,698
-253 Reduced 0.69%
36,402 $897,000
Q1 2018

May 08, 2018

BUY
$29.17 - $32.84 $115,017 - $129,488
3,943 Added 12.05%
36,655 $1.07 Million
Q4 2017

Feb 14, 2018

SELL
$25.45 - $29.88 $232,638 - $273,133
-9,141 Reduced 21.84%
32,712 $985,000
Q3 2017

Nov 08, 2017

BUY
$22.89 - $25.45 $958,015 - $1.07 Million
41,853
41,853 $1.08 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 $356B
  • 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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