A detailed history of Hcr Wealth Advisors transactions in Bank Of America Corp stock. As of the latest transaction made, Hcr Wealth Advisors holds 53,801 shares of BAC stock, worth $2.2 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares
53,801
Previous 50,945 5.61%
Holding current value
$2.2 Million
Previous $1.72 Million 18.95%
% of portfolio
0.31%
Previous 0.27%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 10, 2024

BUY
$31.73 - $37.92 $90,620 - $108,299
2,856 Added 5.61%
53,801 $2.04 Million
Q4 2023

Feb 09, 2024

SELL
$25.17 - $33.94 $7,223 - $9,740
-287 Reduced 0.56%
50,945 $1.72 Million
Q3 2023

Oct 20, 2023

SELL
$27.17 - $32.65 $84,063 - $101,019
-3,094 Reduced 5.7%
51,232 $1.4 Million
Q2 2023

Aug 09, 2023

SELL
$26.99 - $30.56 $755 - $855
-28 Reduced 0.05%
54,326 $1.56 Million
Q1 2023

May 12, 2023

SELL
$26.97 - $36.77 $39,672 - $54,088
-1,471 Reduced 2.64%
54,354 $1.55 Million
Q4 2022

Feb 13, 2023

BUY
$29.77 - $38.41 $59,659 - $76,973
2,004 Added 3.72%
55,825 $1.85 Million
Q3 2022

Nov 07, 2022

BUY
$18.8 - $35.27 $35,720 - $67,013
1,900 Added 3.66%
53,821 $1.63 Million
Q2 2022

Aug 12, 2022

SELL
$31.13 - $40.9 $56,158 - $73,783
-1,804 Reduced 3.36%
51,921 $1.62 Million
Q1 2022

May 05, 2022

SELL
$38.34 - $49.38 $37,841 - $48,738
-987 Reduced 1.8%
53,725 $2.22 Million
Q4 2021

Feb 04, 2022

SELL
$43.08 - $48.37 $26,925 - $30,231
-625 Reduced 1.13%
54,712 $2.43 Million
Q2 2021

Jul 21, 2021

BUY
$38.08 - $43.27 $456 - $519
12 Added 0.02%
55,337 $2.28 Million
Q1 2021

May 13, 2021

SELL
$29.65 - $38.99 $786,347 - $1.03 Million
-26,521 Reduced 32.4%
55,325 $2.14 Million
Q4 2020

Feb 04, 2021

BUY
$23.47 - $30.31 $40,603 - $52,436
1,730 Added 2.16%
81,846 $2.48 Million
Q3 2020

Nov 05, 2020

SELL
$22.77 - $26.92 $5,419 - $6,406
-238 Reduced 0.3%
80,116 $1.92 Million
Q2 2020

Jul 30, 2020

BUY
$19.77 - $28.54 $3,380 - $4,880
171 Added 0.21%
80,354 $1.88 Million
Q1 2020

May 08, 2020

BUY
$18.08 - $35.64 $1.45 Million - $2.86 Million
80,183 New
80,183 $1.7 Million
Q4 2019

Feb 07, 2020

SELL
$27.63 - $35.52 $1.86 Million - $2.39 Million
-67,267 Closed
0 $0
Q3 2019

Nov 07, 2019

SELL
$26.25 - $30.89 $350,148 - $412,041
-13,339 Reduced 16.55%
67,267 $2.02 Million
Q2 2019

Jul 25, 2019

BUY
$26.6 - $30.77 $484,040 - $559,921
18,197 Added 29.16%
80,606 $2.34 Million
Q1 2019

May 10, 2019

SELL
$24.56 - $29.82 $226,934 - $275,536
-9,240 Reduced 12.9%
62,409 $1.59 Million
Q4 2018

Jan 31, 2019

BUY
$22.73 - $30.43 $1,863 - $2,495
82 Added 0.11%
71,649 $1.75 Million
Q3 2018

Nov 09, 2018

SELL
$27.78 - $31.8 $20,112 - $23,023
-724 Reduced 1.0%
71,567 $1.98 Million
Q2 2018

Aug 14, 2018

BUY
$28.19 - $31.22 $3,523 - $3,902
125 Added 0.17%
72,291 $2.11 Million
Q1 2018

May 15, 2018

SELL
$29.17 - $32.84 $5,804 - $6,535
-199 Reduced 0.27%
72,166 $2.15 Million
Q4 2017

Feb 13, 2018

BUY
$25.45 - $29.88 $14,379 - $16,882
565 Added 0.79%
72,365 $2.14 Million
Q3 2017

Nov 13, 2017

BUY
$22.89 - $25.45 $1.08 Million - $1.2 Million
47,197 Added 191.83%
71,800 $1.82 Million
Q2 2017

Aug 15, 2017

BUY
N/A
24,603
24,603 $597,000

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 $328B
  • 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 Hcr Wealth Advisors Portfolio

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

News

Stay updated on Hcr Wealth Advisors with notifications on news.