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 87,918 shares of BAC stock, worth $3.92 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
87,918
Previous 88,682 0.86%
Holding current value
$3.92 Million
Previous $3.53 Million 1.05%
% of portfolio
0.05%
Previous 0.06%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About Bank of America Corp


  • Ticker BAC
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 8,024,450,048
  • Market Cap $357B
  • 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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