A detailed history of Heritage Wealth Management, Inc. transactions in Bank Of America Corp stock. As of the latest transaction made, Heritage Wealth Management, Inc. holds 20,786 shares of BAC stock, worth $1.07 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares
20,786
Previous 20,933 0.7%
Holding current value
$1.07 Million
Previous $991 Million 8.26%
% of portfolio
0.31%
Previous 0.32%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025

SELL
$44.92 - $52.42 $6,603 - $7,705
-147 Reduced 0.7%
20,786 $1.07 Billion
Q2 2025

Aug 14, 2025

BUY
$34.39 - $47.46 $137 - $189
4 Added 0.02%
20,933 $991 Million
Q1 2025

Apr 29, 2025

BUY
$39.61 - $47.74 $14,734 - $17,759
372 Added 1.81%
20,929 $873 Million
Q4 2024

Feb 05, 2025

SELL
$39.22 - $47.77 $43,416 - $52,881
-1,107 Reduced 5.11%
20,557 $903 Million
Q3 2024

Oct 31, 2024

BUY
$36.65 - $44.13 $146 - $176
4 Added 0.02%
21,664 $860 Million
Q2 2024

Sep 09, 2024

BUY
$34.68 - $40.02 $751,168 - $866,833
21,660 New
21,660 $875 Million

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 $413B
  • 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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