A detailed history of Jeppson Wealth Management, LLC transactions in Bank Of America Corp stock. As of the latest transaction made, Jeppson Wealth Management, LLC holds 54,063 shares of BAC stock, worth $2.13 Million. This represents 0.82% of its overall portfolio holdings.

Number of Shares
54,063
Previous 54,319 0.47%
Holding current value
$2.13 Million
Previous $2.06 Million 4.42%
% of portfolio
0.82%
Previous 0.8%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 05, 2024

SELL
$34.68 - $40.02 $8,878 - $10,245
-256 Reduced 0.47%
54,063 $2.15 Million
Q1 2024

Apr 17, 2024

SELL
$31.73 - $37.92 $7,805 - $9,328
-246 Reduced 0.45%
54,319 $2.06 Million
Q4 2023

Jan 11, 2024

SELL
$25.17 - $33.94 $13,994 - $18,870
-556 Reduced 1.01%
54,565 $1.84 Million
Q3 2023

Oct 25, 2023

SELL
$27.17 - $32.65 $75,804 - $91,093
-2,790 Reduced 4.82%
55,121 $1.51 Million
Q2 2023

Jul 31, 2023

SELL
$26.99 - $30.56 $83,237 - $94,247
-3,084 Reduced 5.06%
57,911 $1.66 Million
Q1 2023

Apr 27, 2023

BUY
$26.97 - $36.77 $47,467 - $64,715
1,760 Added 2.97%
60,995 $1.74 Million
Q4 2022

Jan 27, 2023

BUY
$29.77 - $38.41 $20,213 - $26,080
679 Added 1.16%
59,235 $0
Q3 2022

Oct 20, 2022

SELL
$18.8 - $35.27 $1,109 - $2,080
-59 Reduced 0.1%
58,556 $1.77 Million
Q2 2022

Aug 03, 2022

BUY
$31.13 - $40.9 $242,066 - $318,038
7,776 Added 15.3%
58,615 $1.83 Million
Q1 2022

Apr 27, 2022

BUY
$38.34 - $49.38 $53,522 - $68,934
1,396 Added 2.82%
50,839 $2.1 Million
Q4 2021

Jan 19, 2022

SELL
$43.08 - $48.37 $52,773 - $59,253
-1,225 Reduced 2.42%
49,443 $2.2 Million
Q3 2021

Nov 17, 2021

SELL
$36.93 - $43.26 $5,170 - $6,056
-140 Reduced 0.28%
50,668 $2.15 Million
Q2 2021

Jul 20, 2021

BUY
$38.08 - $43.27 $9,634 - $10,947
253 Added 0.5%
50,808 $2.09 Million
Q1 2021

May 19, 2021

SELL
$29.65 - $38.99 $11,741 - $15,440
-396 Reduced 0.78%
50,555 $1.96 Million
Q4 2020

Mar 05, 2021

BUY
$23.47 - $30.31 $325,223 - $420,005
13,857 Added 37.36%
50,951 $1.54 Million
Q3 2020

Nov 19, 2020

BUY
$22.77 - $26.92 $844,630 - $998,570
37,094 New
37,094 $894,000

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 $316B
  • 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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