A detailed history of Fsm Wealth Advisors, LLC transactions in Bank Of America Corp stock. As of the latest transaction made, Fsm Wealth Advisors, LLC holds 7,077 shares of BAC stock, worth $312,591. This represents 0.07% of its overall portfolio holdings.

Number of Shares
7,077
Previous 5,946 19.02%
Holding current value
$312,591
Previous $236,000 18.64%
% of portfolio
0.07%
Previous 0.08%

Shares

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

Oct 30, 2024

BUY
$36.65 - $44.13 $41,451 - $49,911
1,131 Added 19.02%
7,077 $280,000
Q2 2024

Jul 12, 2024

BUY
$34.68 - $40.02 $8,323 - $9,604
240 Added 4.21%
5,946 $236,000
Q1 2024

May 14, 2024

SELL
$31.73 - $37.92 $87,225 - $104,242
-2,749 Reduced 32.51%
5,706 $216,000
Q3 2023

Nov 14, 2023

SELL
$27.17 - $32.65 $64,528 - $77,543
-2,375 Reduced 21.93%
8,455 $231,000
Q2 2023

Jul 12, 2023

SELL
$26.99 - $30.56 $5,694 - $6,448
-211 Reduced 1.91%
10,830 $310,000
Q1 2023

Apr 24, 2023

SELL
$26.97 - $36.77 $8,091 - $11,031
-300 Reduced 2.65%
11,041 $315,000
Q4 2022

Jan 19, 2023

BUY
$29.77 - $38.41 $44,089 - $56,885
1,481 Added 15.02%
11,341 $0
Q3 2022

Oct 24, 2022

BUY
$18.8 - $35.27 $43,935 - $82,425
2,337 Added 31.06%
9,860 $298,000
Q2 2022

Aug 12, 2022

BUY
$31.13 - $40.9 $234,190 - $307,690
7,523 New
7,523 $252,000

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 $354B
  • 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 Fsm Wealth Advisors, LLC Portfolio

Follow Fsm Wealth Advisors, 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 Fsm Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fsm Wealth Advisors, LLC with notifications on news.