A detailed history of Cyndeo Wealth Partners, LLC transactions in Bank Of America Corp stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 29,100 shares of BAC stock, worth $1.31 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
29,100
Previous 23,895 21.78%
Holding current value
$1.31 Million
Previous $950,000 21.47%
% of portfolio
0.08%
Previous 0.08%

Shares

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

Oct 18, 2024

BUY
$36.65 - $44.13 $190,763 - $229,696
5,205 Added 21.78%
29,100 $1.15 Million
Q2 2024

Jul 30, 2024

BUY
$34.68 - $40.02 $198,577 - $229,154
5,726 Added 31.52%
23,895 $950,000
Q1 2024

Apr 16, 2024

BUY
$31.73 - $37.92 $11,930 - $14,257
376 Added 2.11%
18,169 $688,000
Q4 2023

Jan 12, 2024

SELL
$25.17 - $33.94 $40,725 - $54,914
-1,618 Reduced 8.34%
17,793 $599,000
Q3 2023

Oct 10, 2023

SELL
$27.17 - $32.65 $5,515 - $6,627
-203 Reduced 1.03%
19,411 $531,000
Q2 2023

Jul 27, 2023

SELL
$26.99 - $30.56 $12,901 - $14,607
-478 Reduced 2.38%
19,614 $562,000
Q1 2023

Apr 21, 2023

BUY
$26.97 - $36.77 $19,795 - $26,989
734 Added 3.79%
20,092 $574,000
Q4 2022

Jan 25, 2023

BUY
$29.77 - $38.41 $576,287 - $743,540
19,358 New
19,358 $0

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 $362B
  • 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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