A detailed history of Gradient Capital Advisors, LLC transactions in Bank Of America Corp stock. As of the latest transaction made, Gradient Capital Advisors, LLC holds 22,911 shares of BAC stock, worth $1.02 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares
22,911
Previous 22,533 1.68%
Holding current value
$1.02 Million
Previous $896,000 1.45%
% of portfolio
0.31%
Previous 0.32%

Shares

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

Oct 16, 2024

BUY
$36.65 - $44.13 $13,853 - $16,681
378 Added 1.68%
22,911 $909,000
Q2 2024

Jul 19, 2024

SELL
$34.68 - $40.02 $7,144 - $8,244
-206 Reduced 0.91%
22,533 $896,000
Q1 2024

Apr 17, 2024

SELL
$31.73 - $37.92 $57,526 - $68,748
-1,813 Reduced 7.38%
22,739 $862,000
Q4 2023

Jan 31, 2024

SELL
$25.17 - $33.94 $4,782 - $6,448
-190 Reduced 0.77%
24,552 $826,000
Q3 2023

Oct 24, 2023

BUY
$27.17 - $32.65 $2,526 - $3,036
93 Added 0.38%
24,742 $677,000
Q2 2023

Jul 18, 2023

SELL
$26.99 - $30.56 $20,350 - $23,042
-754 Reduced 2.97%
24,649 $707,000
Q1 2023

Apr 17, 2023

SELL
$26.97 - $36.77 $4,800 - $6,545
-178 Reduced 0.7%
25,403 $726,000
Q4 2022

Feb 03, 2023

BUY
$29.77 - $38.41 $2,589 - $3,341
87 Added 0.34%
25,581 $847,000
Q3 2022

Nov 04, 2022

SELL
$18.8 - $35.27 $1,353 - $2,539
-72 Reduced 0.28%
25,494 $770,000
Q2 2022

Jul 18, 2022

BUY
$31.13 - $40.9 $2,490 - $3,272
80 Added 0.31%
25,566 $796,000
Q1 2022

Apr 29, 2022

BUY
$38.34 - $49.38 $4,370 - $5,629
114 Added 0.45%
25,486 $1.05 Million
Q4 2021

Jan 31, 2022

SELL
$43.08 - $48.37 $73,236 - $82,229
-1,700 Reduced 6.28%
25,372 $1.13 Million
Q3 2021

Nov 02, 2021

BUY
$36.93 - $43.26 $31,205 - $36,554
845 Added 3.22%
27,072 $1.15 Million
Q2 2021

Aug 02, 2021

BUY
$38.08 - $43.27 $1,561 - $1,774
41 Added 0.16%
26,227 $1.08 Million
Q1 2021

Apr 21, 2021

BUY
$29.65 - $38.99 $1,779 - $2,339
60 Added 0.23%
26,186 $1.01 Million
Q4 2020

Jan 20, 2021

SELL
$23.47 - $30.31 $62,125 - $80,230
-2,647 Reduced 9.2%
26,126 $792,000
Q3 2020

Oct 21, 2020

BUY
$22.77 - $26.92 $96,704 - $114,329
4,247 Added 17.32%
28,773 $693,000
Q2 2020

Jul 28, 2020

BUY
$19.77 - $28.54 $8,105 - $11,701
410 Added 1.7%
24,526 $583,000
Q1 2020

Apr 22, 2020

BUY
$18.08 - $35.64 $15,386 - $30,329
851 Added 3.66%
24,116 $512,000
Q4 2019

Jan 16, 2020

BUY
$27.63 - $35.52 $126,407 - $162,504
4,575 Added 24.48%
23,265 $819,000
Q3 2019

Oct 22, 2019

BUY
$26.25 - $30.89 $11,655 - $13,715
444 Added 2.43%
18,690 $545,000
Q2 2019

Jul 16, 2019

BUY
$26.6 - $30.77 $1,409 - $1,630
53 Added 0.29%
18,246 $529,000
Q4 2018

Jan 30, 2019

BUY
$22.73 - $30.43 $8,637 - $11,563
380 Added 2.13%
18,193 $448,000
Q3 2018

Nov 06, 2018

BUY
$27.78 - $31.8 $1,166 - $1,335
42 Added 0.24%
17,813 $525,000
Q2 2018

Jul 26, 2018

BUY
$28.19 - $31.22 $6,286 - $6,962
223 Added 1.27%
17,771 $501,000
Q1 2018

Apr 20, 2018

BUY
$29.17 - $32.84 $35,091 - $39,506
1,203 Added 7.36%
17,548 $526,000
Q4 2017

Feb 12, 2018

BUY
$25.45 - $29.88 $415,980 - $488,388
16,345
16,345 $483,000

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
Track This Portfolio

Track Gradient Capital Advisors, LLC Portfolio

Follow Gradient Capital 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 Gradient Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gradient Capital Advisors, LLC with notifications on news.