Marcum Wealth, LLC Bank Of America Corp Transaction History

Marcum Wealth, LLC

  • $1.06 Billion
  • Q3 2024

A detailed history of Marcum Wealth, LLC transactions in Bank Of America Corp stock. As of the latest transaction made, Marcum Wealth, LLC holds 36,946 shares of BAC stock, worth $1.65 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
36,946
Previous 37,927 2.59%
Holding current value
$1.65 Million
Previous $1.51 Million 2.79%
% of portfolio
0.14%
Previous 0.15%

Shares

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

Oct 08, 2024
SELL
$36.65 - $44.13 $35,953 - $43,291
-981 Reduced 2.59%
36,946 $1.47 Million
Q2 2024

Jul 02, 2024
SELL
$34.68 - $40.02 $64,504 - $74,437
-1,860 Reduced 4.67%
37,927 $1.51 Million
Q1 2024

Apr 10, 2024
SELL
$31.73 - $37.92 $23,480 - $28,060
-740 Reduced 1.83%
39,787 $1.51 Million
Q4 2023

Jan 10, 2024
SELL
$25.17 - $33.94 $142,638 - $192,337
-5,667 Reduced 12.27%
40,527 $1.36 Million
Q3 2023

Oct 10, 2023
BUY
$27.17 - $32.65 $91,046 - $109,410
3,351 Added 7.82%
46,194 $1.26 Million
Q2 2023

Jul 13, 2023
BUY
$26.99 - $30.56 $129,794 - $146,963
4,809 Added 12.64%
42,843 $1.23 Million
Q1 2023

Apr 19, 2023
SELL
$26.97 - $36.77 $34,036 - $46,403
-1,262 Reduced 3.21%
38,034 $1.09 Million
Q4 2022

Jan 12, 2023
BUY
$29.77 - $38.41 $1,339 - $1,728
45 Added 0.11%
39,296 $0
Q3 2022

Oct 11, 2022
BUY
$18.8 - $35.27 $11,806 - $22,149
628 Added 1.63%
39,251 $1.19 Million
Q2 2022

Jul 14, 2022
BUY
$31.13 - $40.9 $99,491 - $130,716
3,196 Added 9.02%
38,623 $1.2 Million
Q1 2022

Apr 20, 2022
BUY
$38.34 - $49.38 $69,893 - $90,019
1,823 Added 5.42%
35,427 $1.46 Million
Q4 2021

Feb 01, 2022
SELL
$43.08 - $48.37 $54,022 - $60,655
-1,254 Reduced 3.6%
33,604 $1.5 Million
Q3 2021

Nov 08, 2021
BUY
$36.93 - $43.26 $162,639 - $190,517
4,404 Added 14.46%
34,858 $1.48 Million
Q2 2021

Aug 10, 2021
BUY
$38.08 - $43.27 $40,479 - $45,996
1,063 Added 3.62%
30,454 $1.26 Million
Q1 2021

May 11, 2021
BUY
$29.65 - $38.99 $279,243 - $367,207
9,418 Added 47.15%
29,391 $1.14 Million
Q4 2020

Feb 09, 2021
BUY
$23.47 - $30.31 $31,027 - $40,069
1,322 Added 7.09%
19,973 $605,000
Q3 2020

Nov 09, 2020
BUY
$22.77 - $26.92 $42,534 - $50,286
1,868 Added 11.13%
18,651 $449,000
Q2 2020

Aug 14, 2020
SELL
$19.77 - $28.54 $64,114 - $92,555
-3,243 Reduced 16.19%
16,783 $399,000
Q1 2020

May 14, 2020
BUY
$18.08 - $35.64 $49,557 - $97,689
2,741 Added 15.86%
20,026 $425,000
Q4 2019

Feb 13, 2020
BUY
$27.63 - $35.52 $477,584 - $613,963
17,285 New
17,285 $609,000

Others Institutions Holding BAC

# of Institutions
3,304
Shares Held
5.21B
Call Options Held
85.8M
Put Options Held
100M
View Full List

About Bank of America Corp

BAC Quotes by TradingView
  • Ticker BAC
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 8,024,450,048
  • Market Cap $357B
  • 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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