A detailed history of Lyell Wealth Management, LP transactions in Bank Of America Corp stock. As of the latest transaction made, Lyell Wealth Management, LP holds 105,516 shares of BAC stock, worth $4.4 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares
105,516
Previous 107,621 1.96%
Holding current value
$4.4 Million
Previous $3.62 Million 10.43%
% of portfolio
0.41%
Previous 0.41%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 03, 2024

SELL
$31.73 - $37.92 $66,791 - $79,821
-2,105 Reduced 1.96%
105,516 $4 Million
Q4 2023

Feb 02, 2024

BUY
$25.17 - $33.94 $115,958 - $156,361
4,607 Added 4.47%
107,621 $3.62 Million
Q3 2023

Oct 31, 2023

SELL
$27.17 - $32.65 $77,651 - $93,313
-2,858 Reduced 2.7%
103,014 $2.82 Million
Q2 2023

Aug 04, 2023

SELL
$26.99 - $30.56 $336,133 - $380,594
-12,454 Reduced 10.53%
105,872 $3.04 Million
Q1 2023

May 03, 2023

SELL
$26.97 - $36.77 $434,810 - $592,805
-16,122 Reduced 11.99%
118,326 $3.38 Million
Q4 2022

Jan 24, 2023

BUY
$29.77 - $38.41 $36,974 - $47,705
1,242 Added 0.93%
134,448 $0
Q3 2022

Oct 24, 2022

BUY
$18.8 - $35.27 $63,562 - $119,247
3,381 Added 2.6%
133,206 $4.02 Million
Q2 2022

Jul 28, 2022

SELL
$31.13 - $40.9 $7,159 - $9,407
-230 Reduced 0.18%
129,825 $4.04 Million
Q1 2022

May 04, 2022

BUY
$38.34 - $49.38 $429,292 - $552,907
11,197 Added 9.42%
130,055 $5.36 Million
Q4 2021

Feb 08, 2022

SELL
$43.08 - $48.37 $2,627 - $2,950
-61 Reduced 0.05%
118,858 $5.29 Million
Q3 2021

Nov 10, 2021

SELL
$36.93 - $43.26 $36,930 - $43,260
-1,000 Reduced 0.83%
118,919 $5.05 Million
Q2 2021

Aug 09, 2021

BUY
$38.08 - $43.27 $624,283 - $709,368
16,394 Added 15.84%
119,919 $4.94 Million
Q1 2021

May 07, 2021

BUY
$29.65 - $38.99 $541,675 - $712,308
18,269 Added 21.43%
103,525 $4.01 Million
Q4 2020

Feb 04, 2021

SELL
$23.47 - $30.31 $2.54 Million - $3.28 Million
-108,128 Reduced 55.91%
85,256 $2.58 Million
Q3 2020

Nov 04, 2020

SELL
$22.77 - $26.92 $399,476 - $472,284
-17,544 Reduced 8.32%
193,384 $4.66 Million
Q2 2020

Jul 30, 2020

BUY
$19.77 - $28.54 $229,332 - $331,064
11,600 Added 5.82%
210,928 $5.01 Million
Q1 2020

May 11, 2020

BUY
$18.08 - $35.64 $10,034 - $19,780
555 Added 0.28%
199,328 $4.23 Million
Q4 2019

Feb 05, 2020

BUY
$27.63 - $35.52 $197,665 - $254,110
7,154 Added 3.73%
198,773 $7 Million
Q3 2019

Nov 06, 2019

BUY
$26.25 - $30.89 $167,632 - $197,263
6,386 Added 3.45%
191,619 $5.59 Million
Q2 2019

Aug 01, 2019

BUY
$26.6 - $30.77 $57,456 - $66,463
2,160 Added 1.18%
185,233 $5.37 Million
Q1 2019

May 06, 2019

SELL
$24.56 - $29.82 $177,077 - $215,002
-7,210 Reduced 3.79%
183,073 $5.05 Million
Q4 2018

Feb 11, 2019

BUY
$22.73 - $30.43 $376,817 - $504,468
16,578 Added 9.54%
190,283 $4.69 Million
Q3 2018

Oct 30, 2018

SELL
$27.78 - $31.8 $82,367 - $94,287
-2,965 Reduced 1.68%
173,705 $5.12 Million
Q2 2018

Jul 30, 2018

BUY
$28.19 - $31.22 $227,493 - $251,945
8,070 Added 4.79%
176,670 $4.98 Million
Q1 2018

May 07, 2018

BUY
$29.17 - $32.84 $77,008 - $86,697
2,640 Added 1.59%
168,600 $5.06 Million
Q4 2017

Jan 30, 2018

BUY
$25.45 - $29.88 $63,294 - $74,311
2,487 Added 1.52%
165,960 $4.9 Million
Q3 2017

Oct 26, 2017

BUY
$22.89 - $25.45 $3.74 Million - $4.16 Million
163,473
163,473 $4.14 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 $335B
  • 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 Lyell Wealth Management, LP Portfolio

Follow Lyell Wealth Management, LP 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 Lyell Wealth Management, LP, based on Form 13F filings with the SEC.

News

Stay updated on Lyell Wealth Management, LP with notifications on news.