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 $1.29 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
27,831
Previous 27,756 0.27%
Holding current value
$1.29 Million
Previous $1.1 Million 0.09%
% of portfolio
0.05%
Previous 0.05%

Shares

27 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

Aug 05, 2024

SELL
$34.68 - $40.02 $26,981 - $31,135
-778 Reduced 2.73%
27,756 $1.1 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

Feb 09, 2024

SELL
$25.17 - $33.94 $37,578 - $50,672
-1,493 Reduced 4.75%
29,960 $1.01 Million
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

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

Feb 06, 2023

SELL
$29.77 - $38.41 $68,917 - $88,919
-2,315 Reduced 4.18%
53,040 $1.76 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

BUY
$19.77 - $28.54 $579,775 - $836,964
29,326 Added 2932.6%
30,326 $720,000
Q2 2020

Jul 17, 2020

SELL
$19.77 - $28.54 $579,775 - $836,964
-29,326 Reduced 96.7%
1,000 $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

About Bank of America Corp


  • Ticker BAC
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 8,024,450,048
  • Market Cap $373B
  • 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 Heritage Wealth Advisors Portfolio

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

News

Stay updated on Heritage Wealth Advisors with notifications on news.