A detailed history of Forum Financial Management, LP transactions in Bank Of America Corp stock. As of the latest transaction made, Forum Financial Management, LP holds 93,580 shares of BAC stock, worth $4.4 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
93,580
Previous 94,882 1.37%
Holding current value
$4.4 Million
Previous $3.77 Million 1.56%
% of portfolio
0.07%
Previous 0.08%

Shares

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

Oct 29, 2024

SELL
$36.65 - $44.13 $47,718 - $57,457
-1,302 Reduced 1.37%
93,580 $3.71 Million
Q2 2024

Jul 30, 2024

BUY
$34.68 - $40.02 $37,176 - $42,901
1,072 Added 1.14%
94,882 $3.77 Million
Q1 2024

May 09, 2024

BUY
$31.73 - $37.92 $23,194 - $27,719
731 Added 0.79%
93,810 $3.56 Million
Q4 2023

Feb 07, 2024

SELL
$25.17 - $33.94 $70,929 - $95,642
-2,818 Reduced 2.94%
93,079 $3.13 Million
Q3 2023

Nov 03, 2023

BUY
$27.17 - $32.65 $5,026 - $6,040
185 Added 0.19%
95,897 $2.63 Million
Q2 2023

Jul 26, 2023

BUY
$26.99 - $30.56 $112,359 - $127,221
4,163 Added 4.55%
95,712 $2.75 Million
Q1 2023

Apr 19, 2023

BUY
$26.97 - $36.77 $86,573 - $118,031
3,210 Added 3.63%
91,549 $2.62 Million
Q4 2022

Jan 24, 2023

BUY
$29.77 - $38.41 $33,163 - $42,788
1,114 Added 1.28%
88,339 $0
Q3 2022

Nov 07, 2022

SELL
$18.8 - $35.27 $208,134 - $390,474
-11,071 Reduced 11.26%
87,225 $2.63 Million
Q2 2022

Aug 15, 2022

SELL
$31.13 - $40.9 $4,482 - $5,889
-144 Reduced 0.15%
98,296 $3.06 Million
Q1 2022

May 16, 2022

BUY
$38.34 - $49.38 $122,994 - $158,411
3,208 Added 3.37%
98,440 $4.06 Million
Q4 2021

Feb 18, 2022

BUY
$43.08 - $48.37 $4.1 Million - $4.61 Million
95,232 New
95,232 $4.24 Million

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 $377B
  • 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 Forum Financial Management, LP Portfolio

Follow Forum Financial Management, LP 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 Forum Financial Management, LP, based on Form 13F filings with the SEC.

News

Stay updated on Forum Financial Management, LP with notifications on news.