A detailed history of Curated Wealth Partners LLC transactions in Bank Of America Corp stock. As of the latest transaction made, Curated Wealth Partners LLC holds 32,111 shares of BAC stock, worth $1.43 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
32,111
Previous 34,335 6.48%
Holding current value
$1.43 Million
Previous $1.37 Million 6.67%
% of portfolio
0.17%
Previous 0.19%

Shares

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

Oct 04, 2024

SELL
$36.65 - $44.13 $81,509 - $98,145
-2,224 Reduced 6.48%
32,111 $1.27 Million
Q2 2024

Jul 12, 2024

BUY
$34.68 - $40.02 $1.19 Million - $1.37 Million
34,335 New
34,335 $1.37 Million
Q4 2023

Jan 08, 2024

SELL
$25.17 - $33.94 $11,452 - $15,442
-455 Reduced 1.27%
35,401 $1.19 Million
Q3 2023

Oct 23, 2023

SELL
$27.17 - $32.65 $51,867 - $62,328
-1,909 Reduced 5.05%
35,856 $981,000
Q2 2023

Jul 10, 2023

SELL
$26.99 - $30.56 $22,833 - $25,853
-846 Reduced 2.19%
37,765 $1.08 Million
Q1 2023

Apr 27, 2023

BUY
$26.97 - $36.77 $15,939 - $21,731
591 Added 1.55%
38,611 $1.1 Million
Q4 2022

Jan 30, 2023

BUY
$29.77 - $38.41 $59,182 - $76,359
1,988 Added 5.52%
38,020 $1.26 Million
Q3 2022

Oct 13, 2022

SELL
$18.8 - $35.27 $62,792 - $117,801
-3,340 Reduced 8.48%
36,032 $1.09 Million
Q2 2022

Jul 27, 2022

BUY
$31.13 - $40.9 $395,133 - $519,143
12,693 Added 47.58%
39,372 $1.23 Million
Q4 2021

Feb 03, 2022

SELL
$43.08 - $48.37 $253,439 - $284,560
-5,883 Reduced 18.07%
26,679 $1.19 Million
Q3 2021

Nov 08, 2021

BUY
$36.93 - $43.26 $10,968 - $12,848
297 Added 0.92%
32,562 $1.38 Million
Q2 2021

Aug 11, 2021

SELL
$38.08 - $43.27 $253,117 - $287,615
-6,647 Reduced 17.08%
32,265 $1.33 Million
Q1 2021

May 14, 2021

BUY
$29.65 - $38.99 $327,632 - $430,839
11,050 Added 39.66%
38,912 $1.51 Million
Q4 2020

Feb 16, 2021

BUY
$23.47 - $30.31 $653,921 - $844,497
27,862 New
27,862 $844,000

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 $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
Track This Portfolio

Track Curated Wealth Partners LLC Portfolio

Follow Curated Wealth Partners LLC 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 Curated Wealth Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Curated Wealth Partners LLC with notifications on news.