A detailed history of Ledgewood Wealth Advisors, LLC transactions in Bank Of America Corp stock. As of the latest transaction made, Ledgewood Wealth Advisors, LLC holds 17,404 shares of BAC stock, worth $694,071. This represents 0.47% of its overall portfolio holdings.

Number of Shares
17,404
Previous 17,847 2.48%
Holding current value
$694,071
Previous $784 Million 7.41%
% of portfolio
0.47%
Previous 0.51%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 25, 2025

SELL
$39.61 - $47.74 $17,547 - $21,148
-443 Reduced 2.48%
17,404 $726 Million
Q4 2024

Apr 10, 2025

BUY
$39.22 - $47.77 $699,959 - $852,551
17,847 New
17,847 $784 Million
Q3 2024

Apr 15, 2025

BUY
$36.65 - $44.13 $73,739 - $88,789
2,012 Added 12.71%
17,836 $708 Million
Q2 2024

Apr 15, 2025

SELL
$34.68 - $40.02 $12,692 - $14,647
-366 Reduced 2.26%
15,824 $629 Million
Q1 2024

Apr 15, 2025

SELL
$31.73 - $37.92 $9,519 - $11,376
-300 Reduced 1.82%
16,190 $614 Million
Q4 2023

Apr 15, 2025

SELL
$25.17 - $33.94 $34,155 - $46,056
-1,357 Reduced 7.6%
16,490 $555 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 $320B
  • 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 Ledgewood Wealth Advisors, LLC Portfolio

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

News

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