A detailed history of Evergreen Wealth Solutions, LLC transactions in Bank Of America Corp stock. As of the latest transaction made, Evergreen Wealth Solutions, LLC holds 10,922 shares of BAC stock, worth $484,281. This represents 0.3% of its overall portfolio holdings.

Number of Shares
10,922
Previous 12,262 10.93%
Holding current value
$484,281
Previous $487,000 11.09%
% of portfolio
0.3%
Previous 0.35%

Shares

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

Nov 14, 2024

SELL
$36.65 - $44.13 $49,111 - $59,134
-1,340 Reduced 10.93%
10,922 $433,000
Q2 2024

Aug 14, 2024

SELL
$34.68 - $40.02 $52,644 - $60,750
-1,518 Reduced 11.02%
12,262 $487,000
Q1 2024

May 15, 2024

SELL
$31.73 - $37.92 $7,202 - $8,607
-227 Reduced 1.62%
13,780 $522,000
Q4 2023

Feb 07, 2024

BUY
$25.17 - $33.94 $25,547 - $34,449
1,015 Added 7.81%
14,007 $471,000
Q3 2023

Nov 13, 2023

BUY
$27.17 - $32.65 $23,230 - $27,915
855 Added 7.04%
12,992 $355,000
Q2 2023

Aug 11, 2023

BUY
$26.99 - $30.56 $86,988 - $98,494
3,223 Added 36.16%
12,137 $348,000
Q1 2023

May 12, 2023

SELL
$26.97 - $36.77 $44,176 - $60,229
-1,638 Reduced 15.52%
8,914 $255,000
Q4 2022

Feb 14, 2023

BUY
$29.77 - $38.41 $11,312 - $14,595
380 Added 3.74%
10,552 $349,000
Q3 2022

Nov 14, 2022

BUY
$18.8 - $35.27 $35,475 - $66,554
1,887 Added 22.78%
10,172 $307,000
Q2 2022

Aug 15, 2022

BUY
$31.13 - $40.9 $16,810 - $22,086
540 Added 6.97%
8,285 $258,000
Q1 2022

Apr 22, 2022

SELL
$38.34 - $49.38 $8,358 - $10,764
-218 Reduced 2.74%
7,745 $319,000
Q4 2021

Jan 19, 2022

BUY
$43.08 - $48.37 $343,046 - $385,170
7,963 New
7,963 $354,000

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 $356B
  • 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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