A detailed history of Hcr Wealth Advisors transactions in Bank Of America Corp stock. As of the latest transaction made, Hcr Wealth Advisors holds 56,185 shares of BAC stock, worth $2.68 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares
56,185
Previous 53,625 4.77%
Holding current value
$2.68 Million
Previous $2.13 Million 4.55%
% of portfolio
0.29%
Previous 0.31%

Shares

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

Oct 10, 2024

BUY
$36.65 - $44.13 $93,824 - $112,972
2,560 Added 4.77%
56,185 $2.23 Million
Q2 2024

Aug 06, 2024

SELL
$34.68 - $40.02 $6,103 - $7,043
-176 Reduced 0.33%
53,625 $2.13 Million
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 $383B
  • 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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