Heritage Wealth Advisors Bank Of America Corp Transaction History

Heritage Wealth Advisors

  • $2.06 Billion
  • Q3 2024

A detailed history of Heritage Wealth Advisors transactions in Bank Of America Corp stock. As of the latest transaction made, Heritage Wealth Advisors holds 27,831 shares of BAC stock, worth $1.24 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
27,831
Previous 27,756 0.27%
Holding current value
$1.24 Million
Previous $1.1 Million 0.09%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Nov 12, 2024
BUY
$36.65 - $44.13 $2,748 - $3,309
75 Added 0.27%
27,831 $1.1 Million
Q2 2024

Dec 12, 2024
SELL
$34.68 - $40.02 $26,981 - $31,135
-778 Reduced 2.73%
27,756 $1.1 Million
Q2 2024

Aug 05, 2024
SELL
$34.68 - $40.02 $26,981 - $31,135
-778 Reduced 2.73%
27,756 $1.1 Million
Q1 2024

Dec 12, 2024
SELL
$31.73 - $37.92 $30,206 - $36,099
-952 Reduced 3.23%
28,534 $1.08 Million
Q1 2024

May 08, 2024
SELL
$31.73 - $37.92 $45,246 - $54,073
-1,426 Reduced 4.76%
28,534 $1.08 Million
Q4 2023

Dec 12, 2024
SELL
$25.17 - $33.94 $49,509 - $66,759
-1,967 Reduced 6.25%
29,486 $992,000
Q4 2023

Feb 09, 2024
SELL
$25.17 - $33.94 $37,578 - $50,672
-1,493 Reduced 4.75%
29,960 $1.01 Million
Q3 2023

Dec 12, 2024
SELL
$27.17 - $32.65 $123,677 - $148,622
-4,552 Reduced 12.64%
31,453 $861,000
Q3 2023

Nov 08, 2023
SELL
$27.17 - $32.65 $123,677 - $148,622
-4,552 Reduced 12.64%
31,453 $861,000
Q2 2023

Dec 12, 2024
BUY
$26.99 - $30.56 $220,616 - $249,797
8,174 Added 29.37%
36,005 $1.03 Million
Q2 2023

Aug 09, 2023
SELL
$26.99 - $30.56 $377 - $427
-14 Reduced 0.04%
36,005 $1.03 Million
Q1 2023

May 04, 2023
SELL
$26.97 - $36.77 $459,056 - $625,862
-17,021 Reduced 32.09%
36,019 $1.03 Million
Q4 2022

Dec 12, 2024
SELL
$29.77 - $38.41 $68,917 - $88,919
-2,315 Reduced 4.18%
53,040 $1.76 Million
Q4 2022

Feb 06, 2023
SELL
$29.77 - $38.41 $68,917 - $88,919
-2,315 Reduced 4.18%
53,040 $1.76 Million
Q3 2022

Dec 12, 2024
BUY
$18.8 - $35.27 $517,451 - $970,771
27,524 Added 98.9%
55,355 $1.67 Million
Q3 2022

Nov 10, 2022
SELL
$18.8 - $35.27 $18,800 - $35,270
-1,000 Reduced 1.77%
55,355 $1.67 Million
Q2 2022

Aug 04, 2022
SELL
$31.13 - $40.9 $21,573 - $28,343
-693 Reduced 1.21%
56,355 $1.75 Million
Q1 2022

May 11, 2022
SELL
$38.34 - $49.38 $1.13 Million - $1.45 Million
-29,380 Reduced 33.99%
57,048 $2.35 Million
Q4 2021

Feb 02, 2022
SELL
$43.08 - $48.37 $43 - $48
-1 Reduced -0.0%
86,428 $3.85 Million
Q3 2021

Nov 02, 2021
SELL
$36.93 - $43.26 $1,846 - $2,163
-50 Reduced 0.06%
86,429 $3.67 Million
Q2 2021

Aug 09, 2021
SELL
$38.08 - $43.27 $468,460 - $532,307
-12,302 Reduced 12.45%
86,479 $3.57 Million
Q2 2021

Jul 27, 2021
BUY
$38.08 - $43.27 $39,984 - $45,433
1,050 Added 1.07%
98,781 $2.99 Million
Q1 2021

Apr 27, 2021
SELL
$29.65 - $38.99 $31,132 - $40,939
-1,050 Reduced 1.06%
97,731 $3.78 Million
Q4 2020

Feb 01, 2021
BUY
$23.47 - $30.31 $1.55 Million - $2 Million
66,115 Added 202.4%
98,781 $2.99 Million
Q3 2020

Nov 03, 2020
BUY
$22.77 - $26.92 $53,281 - $62,992
2,340 Added 7.72%
32,666 $786,000
Q2 2020

Jul 17, 2020
SELL
$19.77 - $28.54 $579,775 - $836,964
-29,326 Reduced 96.7%
1,000 $720,000
Q2 2020

Jul 17, 2020
BUY
$19.77 - $28.54 $579,775 - $836,964
29,326 Added 2932.6%
30,326 $720,000
Q1 2020

May 05, 2020
SELL
$18.08 - $35.64 $16,127 - $31,790
-892 Reduced 2.86%
30,326 $643,000
Q4 2019

Feb 04, 2020
BUY
$27.63 - $35.52 $18,760 - $24,118
679 Added 2.22%
31,218 $1.1 Million
Q3 2019

Oct 30, 2019
SELL
$26.25 - $30.89 $88,646 - $104,315
-3,377 Reduced 9.96%
30,539 $890,000
Q2 2019

Aug 05, 2019
BUY
$26.6 - $30.77 $44,980 - $52,032
1,691 Added 5.25%
33,916 $0
Q2 2018

Jul 19, 2018
SELL
$28.19 - $31.22 $15,645 - $17,327
-555 Reduced 1.69%
32,225 $909,000
Q4 2017

Feb 02, 2018
SELL
$25.45 - $29.88 $3,919 - $4,601
-154 Reduced 0.47%
32,780 $967,000
Q3 2017

Nov 07, 2017
BUY
$22.89 - $25.45 $753,859 - $838,170
32,934
32,934 $834,000

Others Institutions Holding BAC

# of Institutions
3,304
Shares Held
5.21B
Call Options Held
85.8M
Put Options Held
100M
View Full List

About Bank of America Corp

BAC Quotes by TradingView
  • 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
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