A detailed history of Heartwood Wealth Advisors LLC transactions in Bank Of America Corp stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 7,282 shares of BAC stock, worth $342,254. This represents 0.03% of its overall portfolio holdings.

Number of Shares
7,282
Previous 10,025 27.36%
Holding current value
$342,254
Previous $398,000 27.39%
% of portfolio
0.03%
Previous 0.05%

Shares

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

Oct 07, 2024

SELL
$36.65 - $44.13 $100,530 - $121,048
-2,743 Reduced 27.36%
7,282 $289,000
Q1 2023

Apr 14, 2023

BUY
$26.97 - $36.77 $86,169 - $117,480
3,195 Added 46.78%
10,025 $286,000
Q4 2022

Jan 12, 2023

BUY
$29.77 - $38.41 $203,329 - $262,340
6,830 New
6,830 $0

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
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