A detailed history of Evergreen Wealth Management, LLC transactions in Bank Of America Corp stock. As of the latest transaction made, Evergreen Wealth Management, LLC holds 54,421 shares of BAC stock, worth $2.2 Million. This represents 1.4% of its overall portfolio holdings.

Number of Shares
54,421
Previous 54,421 -0.0%
Holding current value
$2.2 Million
Previous $1.83 Billion 12.62%
% of portfolio
1.4%
Previous 1.35%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 06, 2024

BUY
$25.17 - $33.94 $33,677 - $45,411
1,338 Added 2.52%
54,421 $1.83 Billion
Q3 2023

Nov 14, 2023

BUY
$27.17 - $32.65 $21,355 - $25,662
786 Added 1.5%
53,083 $1.45 Billion
Q2 2023

Aug 03, 2023

BUY
$26.99 - $30.56 $309,440 - $350,370
11,465 Added 28.08%
52,297 $1.5 Billion
Q1 2023

Apr 25, 2023

BUY
$26.97 - $36.77 $19,553 - $26,658
725 Added 1.81%
40,832 $1.17 Billion
Q4 2022

Feb 14, 2023

BUY
$29.77 - $38.41 $1.19 Million - $1.54 Million
40,107 New
40,107 $1.33 Billion

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 $324B
  • 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 Evergreen Wealth Management, LLC Portfolio

Follow Evergreen Wealth Management, 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 Evergreen Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evergreen Wealth Management, LLC with notifications on news.