A detailed history of Inspirion Wealth Advisors, LLC transactions in Bank Of America Corp stock. As of the latest transaction made, Inspirion Wealth Advisors, LLC holds 18,601 shares of BAC stock, worth $869,596. This represents 0.1% of its overall portfolio holdings.

Number of Shares
18,601
Previous 20,126 7.58%
Holding current value
$869,596
Previous $800,000 7.75%
% of portfolio
0.1%
Previous 0.12%

Shares

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

Oct 04, 2024

SELL
$36.65 - $44.13 $55,891 - $67,298
-1,525 Reduced 7.58%
18,601 $738,000
Q2 2024

Jul 12, 2024

SELL
$34.68 - $40.02 $1,803 - $2,081
-52 Reduced 0.26%
20,126 $800,000
Q1 2024

Apr 12, 2024

BUY
$31.73 - $37.92 $21,893 - $26,164
690 Added 3.54%
20,178 $765,000
Q4 2023

Jan 10, 2024

SELL
$25.17 - $33.94 $52,127 - $70,289
-2,071 Reduced 9.61%
19,488 $656,000
Q3 2023

Oct 13, 2023

SELL
$27.17 - $32.65 $5,434 - $6,530
-200 Reduced 0.92%
21,559 $590,000
Q2 2023

Jul 20, 2023

SELL
$26.99 - $30.56 $85,180 - $96,447
-3,156 Reduced 12.67%
21,759 $624,000
Q1 2023

Apr 07, 2023

BUY
$26.97 - $36.77 $125,868 - $171,605
4,667 Added 23.05%
24,915 $712,000
Q4 2022

Jan 18, 2023

SELL
$29.77 - $38.41 $37,480 - $48,358
-1,259 Reduced 5.85%
20,248 $0
Q3 2022

Oct 18, 2022

BUY
$18.8 - $35.27 $2,425 - $4,549
129 Added 0.6%
21,507 $650,000
Q2 2022

Jul 27, 2022

SELL
$31.13 - $40.9 $156,428 - $205,522
-5,025 Reduced 19.03%
21,378 $665,000
Q1 2022

Apr 14, 2022

BUY
$38.34 - $49.38 $36,192 - $46,614
944 Added 3.71%
26,403 $1.09 Million
Q2 2021

Jul 16, 2021

SELL
$38.08 - $43.27 $4,455 - $5,062
-117 Reduced 0.46%
25,459 $1.05 Million
Q1 2021

Apr 15, 2021

SELL
$29.65 - $38.99 $3,943 - $5,185
-133 Reduced 0.52%
25,576 $990,000
Q4 2020

Jan 22, 2021

BUY
$23.47 - $30.31 $422 - $545
18 Added 0.07%
25,709 $779,000
Q3 2020

Oct 14, 2020

BUY
$22.77 - $26.92 $3,187 - $3,768
140 Added 0.55%
25,691 $619,000
Q2 2020

Jul 09, 2020

BUY
$19.77 - $28.54 $12,455 - $17,980
630 Added 2.53%
25,551 $607,000
Q1 2020

Apr 23, 2020

BUY
$18.08 - $35.64 $17,899 - $35,283
990 Added 4.14%
24,921 $529,000
Q4 2019

Jan 14, 2020

SELL
$27.63 - $35.52 $2,320 - $2,983
-84 Reduced 0.35%
23,931 $843,000
Q2 2019

Jul 15, 2019

BUY
$26.6 - $30.77 $399 - $461
15 Added 0.06%
24,015 $696,000
Q4 2017

Jan 16, 2018

BUY
$25.45 - $29.88 $5,090 - $5,976
200 Added 0.84%
24,000 $708,000
Q3 2017

Nov 14, 2017

BUY
$22.89 - $25.45 $544,782 - $605,710
23,800
23,800 $603,000

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 $375B
  • 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 Inspirion Wealth Advisors, LLC Portfolio

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

News

Stay updated on Inspirion Wealth Advisors, LLC with notifications on news.