A detailed history of Legacy Wealth Planning, LLC transactions in Bank Of America Corp stock. As of the latest transaction made, Legacy Wealth Planning, LLC holds 15,026 shares of BAC stock, worth $663,698. This represents 0.75% of its overall portfolio holdings.

Number of Shares
15,026
Previous 15,019 0.05%
Holding current value
$663,698
Previous $468,000 2.99%
% of portfolio
0.75%
Previous 0.67%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 10, 2022

BUY
$18.8 - $35.27 $131 - $246
7 Added 0.05%
15,026 $454,000
Q2 2022

Jul 26, 2022

SELL
$31.13 - $40.9 $6,194 - $8,139
-199 Reduced 1.31%
15,019 $468,000
Q1 2022

May 10, 2022

SELL
$38.34 - $49.38 $99,875 - $128,634
-2,605 Reduced 14.62%
15,218 $627,000
Q4 2021

Feb 14, 2022

BUY
$43.08 - $48.37 $26,881 - $30,182
624 Added 3.63%
17,823 $793,000
Q3 2021

Nov 12, 2021

SELL
$36.93 - $43.26 $78,254 - $91,667
-2,119 Reduced 10.97%
17,199 $730,000
Q2 2021

Aug 16, 2021

SELL
$38.08 - $43.27 $37,889 - $43,053
-995 Reduced 4.9%
19,318 $796,000
Q1 2021

May 06, 2021

SELL
$29.65 - $38.99 $146,411 - $192,532
-4,938 Reduced 19.56%
20,313 $786,000
Q4 2020

Feb 12, 2021

BUY
$23.47 - $30.31 $130,281 - $168,250
5,551 Added 28.18%
25,251 $765,000
Q3 2020

Nov 03, 2020

BUY
$22.77 - $26.92 $11,567 - $13,675
508 Added 2.65%
19,700 $475,000
Q2 2020

Aug 17, 2020

BUY
$19.77 - $28.54 $371,458 - $536,238
18,789 Added 4662.28%
19,192 $456,000
Q1 2020

May 18, 2020

SELL
$18.08 - $35.64 $335,944 - $662,226
-18,581 Reduced 97.88%
403 $403,000
Q1 2020

May 18, 2020

SELL
$18.08 - $35.64 $17,917 - $35,319
-991 Reduced 4.96%
18,984 $403,000
Q4 2019

Feb 12, 2020

BUY
$27.63 - $35.52 $551,909 - $709,512
19,975 New
19,975 $704,000

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 $354B
  • 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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