A detailed history of Marotta Asset Management transactions in Bank Of America Corp stock. As of the latest transaction made, Marotta Asset Management holds 5,126 shares of BAC stock, worth $225,287. This represents 0.04% of its overall portfolio holdings.

Number of Shares
5,126
Previous 5,126 -0.0%
Holding current value
$225,287
Previous $203,000 -0.0%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Jul 17, 2024

SELL
$34.68 - $40.02 $13,005 - $15,007
-375 Reduced 6.82%
5,126 $203,000
Q1 2024

Apr 02, 2024

SELL
$31.73 - $37.92 $24,273 - $29,008
-765 Reduced 12.21%
5,501 $208,000
Q4 2023

Jan 03, 2024

BUY
$25.17 - $33.94 $157,715 - $212,668
6,266 New
6,266 $210,000
Q2 2023

Jul 05, 2023

SELL
$26.99 - $30.56 $4,291 - $4,859
-159 Reduced 1.96%
7,946 $227,000
Q4 2022

Jan 03, 2023

SELL
$29.77 - $38.41 $1,488 - $1,920
-50 Reduced 0.61%
8,105 $0
Q2 2022

Jul 21, 2022

BUY
$31.13 - $40.9 $31,130 - $40,900
1,000 Added 13.98%
8,155 $253,000
Q1 2022

Apr 08, 2022

BUY
$38.34 - $49.38 $75,031 - $96,636
1,957 Added 37.65%
7,155 $294,000
Q1 2021

Apr 09, 2021

BUY
$29.65 - $38.99 $154,120 - $202,670
5,198 New
5,198 $201,000

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 $353B
  • 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 Marotta Asset Management Portfolio

Follow Marotta Asset Management 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 Marotta Asset Management, based on Form 13F filings with the SEC.

News

Stay updated on Marotta Asset Management with notifications on news.