Evercore Wealth Management, LLC Bank Of America Corp Transaction History

Evercore Wealth Management, LLC

  • $6.02 Billion
  • Q1 2025

A detailed history of Evercore Wealth Management, LLC transactions in Bank Of America Corp stock. As of the latest transaction made, Evercore Wealth Management, LLC holds 73,709 shares of BAC stock, worth $3.53 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
73,709
Previous 86,838 15.12%
Holding current value
$3.53 Million
Previous $3.82 Million 19.42%
% of portfolio
0.05%
Previous 0.06%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
SELL
$39.61 - $47.74 $520,039 - $626,778
-13,129 Reduced 15.12%
73,709 $3.08 Million
Q4 2024

Feb 14, 2025
SELL
$39.22 - $47.77 $42,357 - $51,591
-1,080 Reduced 1.23%
86,838 $3.82 Million
Q3 2024

Nov 14, 2024
SELL
$36.65 - $44.13 $28,000 - $33,715
-764 Reduced 0.86%
87,918 $3.49 Million
Q2 2024

Aug 14, 2024
BUY
$34.68 - $40.02 $215,120 - $248,244
6,203 Added 7.52%
88,682 $3.53 Million
Q1 2024

May 15, 2024
SELL
$31.73 - $37.92 $3.03 Million - $3.62 Million
-95,477 Reduced 53.65%
82,479 $3.13 Million
Q4 2023

Feb 14, 2024
SELL
$25.17 - $33.94 $232,067 - $312,926
-9,220 Reduced 4.93%
177,956 $5.99 Million
Q3 2023

Nov 14, 2023
SELL
$27.17 - $32.65 $161,525 - $194,104
-5,945 Reduced 3.08%
187,176 $5.12 Million
Q2 2023

Aug 04, 2023
BUY
$26.99 - $30.56 $62,616 - $70,899
2,320 Added 1.22%
193,121 $5.54 Million
Q1 2023

May 15, 2023
SELL
$26.97 - $36.77 $260,368 - $354,977
-9,654 Reduced 4.82%
190,801 $5.46 Million
Q4 2022

Feb 14, 2023
BUY
$29.77 - $38.41 $955,051 - $1.23 Million
32,081 Added 19.05%
200,455 $6.64 Million
Q3 2022

Nov 14, 2022
SELL
$18.8 - $35.27 $265,625 - $498,329
-14,129 Reduced 7.74%
168,374 $5.09 Million
Q2 2022

Aug 15, 2022
SELL
$31.13 - $40.9 $324,623 - $426,505
-10,428 Reduced 5.41%
182,503 $5.68 Million
Q1 2022

May 16, 2022
SELL
$38.34 - $49.38 $42,058 - $54,169
-1,097 Reduced 0.57%
192,931 $7.95 Million
Q4 2021

Feb 14, 2022
SELL
$43.08 - $48.37 $354,720 - $398,278
-8,234 Reduced 4.07%
194,028 $8.63 Million
Q3 2021

Nov 15, 2021
SELL
$36.93 - $43.26 $294,553 - $345,041
-7,976 Reduced 3.79%
202,262 $8.59 Million
Q2 2021

Aug 16, 2021
SELL
$38.08 - $43.27 $1.97 Million - $2.24 Million
-51,674 Reduced 19.73%
210,238 $8.67 Million
Q1 2021

May 17, 2021
BUY
$29.65 - $38.99 $6.19 Million - $8.14 Million
208,815 Added 393.27%
261,912 $10.1 Million
Q4 2020

Feb 16, 2021
SELL
$23.47 - $30.31 $181,587 - $234,508
-7,737 Reduced 12.72%
53,097 $1.61 Million
Q3 2020

Nov 16, 2020
SELL
$22.77 - $26.92 $31,285 - $36,988
-1,374 Reduced 2.21%
60,834 $1.47 Million
Q2 2020

Aug 13, 2020
SELL
$19.77 - $28.54 $100,708 - $145,382
-5,094 Reduced 7.57%
62,208 $1.48 Million
Q1 2020

May 14, 2020
BUY
$18.08 - $35.64 $867 - $1,710
48 Added 0.07%
67,302 $1.43 Million
Q4 2019

Feb 13, 2020
SELL
$27.63 - $35.52 $23,623 - $30,369
-855 Reduced 1.26%
67,254 $2.37 Million
Q3 2019

Nov 14, 2019
BUY
$26.25 - $30.89 $47,066 - $55,385
1,793 Added 2.7%
68,109 $1.99 Million
Q2 2019

Aug 13, 2019
BUY
$26.6 - $30.77 $73,815 - $85,386
2,775 Added 4.37%
66,316 $1.92 Million
Q1 2019

May 14, 2019
BUY
$24.56 - $29.82 $423,046 - $513,649
17,225 Added 37.19%
63,541 $1.75 Million
Q4 2018

Feb 13, 2019
SELL
$22.73 - $30.43 $755,454 - $1.01 Million
-33,236 Reduced 41.78%
46,316 $1.14 Million
Q3 2018

Nov 13, 2018
SELL
$27.78 - $31.8 $27,085 - $31,005
-975 Reduced 1.21%
79,552 $2.34 Million
Q2 2018

Aug 14, 2018
BUY
$28.19 - $31.22 $1.31 Million - $1.45 Million
46,492 Added 136.6%
80,527 $2.27 Million
Q1 2018

May 15, 2018
SELL
$29.17 - $32.84 $4,200 - $4,728
-144 Reduced 0.42%
34,035 $1.02 Million
Q4 2017

Feb 13, 2018
BUY
$25.45 - $29.88 $40,847 - $47,957
1,605 Added 4.93%
34,179 $1.01 Million
Q3 2017

Nov 13, 2017
BUY
$22.89 - $25.45 $745,618 - $829,008
32,574
32,574 $826,000

Others Institutions Holding BAC

# of Institutions
3,710
Shares Held
5.24B
Call Options Held
72.9M
Put Options Held
112M
View Full List

About Bank of America Corp

BAC Quotes by TradingView
  • Ticker BAC
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 8,024,450,048
  • Market Cap $385B
  • 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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