A detailed history of Dougherty Wealth Advisers LLC transactions in Bank Of America Corp stock. As of the latest transaction made, Dougherty Wealth Advisers LLC holds 3,055 shares of BAC stock, worth $134,083. This represents 0.1% of its overall portfolio holdings.

Number of Shares
3,055
Previous 3,055 -0.0%
Holding current value
$134,083
Previous $121,000 -0.0%
% of portfolio
0.1%
Previous 0.11%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2021

Nov 02, 2021

SELL
$36.93 - $43.26 $18,465 - $21,630
-500 Reduced 14.06%
3,055 $130,000
Q2 2020

Aug 11, 2020

SELL
$19.77 - $28.54 $19 - $28
-1 Reduced 0.03%
3,555 $84,000
Q3 2019

Nov 12, 2019

SELL
$26.25 - $30.89 $19,792 - $23,291
-754 Reduced 17.49%
3,556 $104,000
Q2 2019

Aug 07, 2019

BUY
$26.6 - $30.77 $14,523 - $16,800
546 Added 14.51%
4,310 $125,000
Q1 2019

May 09, 2019

SELL
$24.56 - $29.82 $13,409 - $16,281
-546 Reduced 12.67%
3,764 $104,000
Q4 2018

Feb 11, 2019

BUY
$22.73 - $30.43 $97,966 - $131,153
4,310 New
4,310 $122,000

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 $352B
  • 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 Dougherty Wealth Advisers LLC Portfolio

Follow Dougherty Wealth Advisers 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 Dougherty Wealth Advisers LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dougherty Wealth Advisers LLC with notifications on news.