A detailed history of Meriwether Wealth & Planning, LLC transactions in Bank Of America Corp stock. As of the latest transaction made, Meriwether Wealth & Planning, LLC holds 20,068 shares of BAC stock, worth $1.03 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares
20,068
Previous 19,473 3.06%
Holding current value
$1.03 Million
Previous $921 Million 12.35%
% of portfolio
0.6%
Previous 0.58%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 14, 2025

BUY
$44.92 - $52.42 $26,727 - $31,189
595 Added 3.06%
20,068 $1.04 Billion
Q2 2025

Jul 11, 2025

SELL
$34.39 - $47.46 $33,289 - $45,941
-968 Reduced 4.74%
19,473 $921 Million
Q1 2025

Apr 21, 2025

BUY
$39.61 - $47.74 $113,601 - $136,918
2,868 Added 16.32%
20,441 $853 Million
Q4 2024

Feb 07, 2025

BUY
$39.22 - $47.77 $689,213 - $839,462
17,573 New
17,573 $772 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 $413B
  • 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 Meriwether Wealth & Planning, LLC Portfolio

Follow Meriwether Wealth & Planning, 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 Meriwether Wealth & Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Meriwether Wealth & Planning, LLC with notifications on news.