Heritage Wealth Management, LLC Bank Of America Corp Transaction History

Heritage Wealth Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$29.77 - $38.41 $14,110 - $18,206	474 Added 57.66%	1,296 $42,000
Q3 2022 Nov 14, 2022	SELL	$18.8 - $35.27 $1.11 Million - $2.09 Million	-59,199 Reduced 98.63%	822 $25,000
Q2 2022 Aug 15, 2022	BUY	$31.13 - $40.9 $1.52 Million - $2 Million	48,933 Added 441.31%	60,021 $1.87 Million
Q1 2022 Aug 15, 2022	BUY	$38.34 - $49.38 $1,801 - $2,320	47 Added 0.43%	11,088 $457,000
Q2 2021 Aug 11, 2021	SELL	$38.08 - $43.27 $44,058 - $50,063	-1,157 Reduced 9.49%	11,041 $455,000
Q1 2021 Jul 16, 2021	BUY	$29.65 - $38.99 $361,670 - $475,600	12,198 New	12,198 $472,000

3,297

5.23B

85.8M

100M

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...

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