A detailed history of Encompass Wealth Advisors, LLC transactions in Bank Of America Corp stock. As of the latest transaction made, Encompass Wealth Advisors, LLC holds 15,216 shares of BAC stock, worth $726,564. This represents 0.22% of its overall portfolio holdings.

Number of Shares
15,216
Previous 15,214 0.01%
Holding current value
$726,564
Previous $605,000 0.33%
% of portfolio
0.22%
Previous 0.23%

Shares

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

Nov 05, 2024

BUY
$36.65 - $44.13 $73 - $88
2 Added 0.01%
15,216 $603,000
Q2 2024

Aug 08, 2024

BUY
$34.68 - $40.02 $34 - $40
1 Added 0.01%
15,214 $605,000
Q1 2024

May 10, 2024

SELL
$31.73 - $37.92 $12,311 - $14,712
-388 Reduced 2.49%
15,213 $576,000
Q4 2023

Feb 13, 2024

BUY
$25.17 - $33.94 $12,282 - $16,562
488 Added 3.23%
15,601 $525,000
Q3 2023

Nov 07, 2023

BUY
$27.17 - $32.65 $3,477 - $4,179
128 Added 0.85%
15,113 $413,000
Q2 2023

Aug 09, 2023

BUY
$26.99 - $30.56 $53 - $61
2 Added 0.01%
14,985 $429,000
Q1 2023

May 04, 2023

BUY
$26.97 - $36.77 $80 - $110
3 Added 0.02%
14,983 $428,000
Q4 2022

Feb 01, 2023

BUY
$29.77 - $38.41 $59 - $76
2 Added 0.01%
14,980 $496,000
Q3 2022

Oct 28, 2022

BUY
$18.8 - $35.27 $37 - $70
2 Added 0.01%
14,978 $452,000
Q2 2022

Aug 03, 2022

SELL
$31.13 - $40.9 $51,738 - $67,975
-1,662 Reduced 9.99%
14,976 $466,000
Q1 2022

Apr 28, 2022

BUY
$38.34 - $49.38 $76 - $98
2 Added 0.01%
16,638 $685,000
Q4 2021

Jan 20, 2022

SELL
$43.08 - $48.37 $2,067 - $2,321
-48 Reduced 0.29%
16,636 $740,000
Q3 2021

Nov 16, 2021

BUY
$36.93 - $43.26 $12,999 - $15,227
352 Added 2.16%
16,684 $708,000
Q2 2021

Aug 03, 2021

SELL
$38.08 - $43.27 $58,033 - $65,943
-1,524 Reduced 8.53%
16,332 $673,000
Q1 2021

May 25, 2021

BUY
$29.65 - $38.99 $493,850 - $649,417
16,656 Added 1388.0%
17,856 $731,000
Q4 2020

Mar 09, 2021

SELL
$23.47 - $30.31 $333,649 - $430,886
-14,216 Reduced 92.22%
1,200 $36,000
Q4 2020

Mar 09, 2021

BUY
$23.47 - $30.31 $361,813 - $467,258
15,416 New
15,416 $467,000

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 $383B
  • 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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