A detailed history of Montz Harcus Wealth Management LLC transactions in Bank Of America Corp stock. As of the latest transaction made, Montz Harcus Wealth Management LLC holds 6,980 shares of BAC stock, worth $333,295. This represents 0.16% of its overall portfolio holdings.

Number of Shares
6,980
Previous 6,939 0.59%
Holding current value
$333,295
Previous $275,000 0.73%
% of portfolio
0.16%
Previous 0.18%

Shares

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

Oct 24, 2024

BUY
$36.65 - $44.13 $1,502 - $1,809
41 Added 0.59%
6,980 $277,000
Q2 2024

Jul 19, 2024

SELL
$34.68 - $40.02 $485 - $560
-14 Reduced 0.2%
6,939 $275,000
Q1 2024

May 07, 2024

BUY
$31.73 - $37.92 $7,107 - $8,494
224 Added 3.33%
6,953 $263,000
Q4 2023

Jan 22, 2024

BUY
$25.17 - $33.94 $169,368 - $228,382
6,729 New
6,729 $226,000
Q4 2022

Jan 20, 2023

BUY
$29.77 - $38.41 $184,544 - $238,103
6,199 New
6,199 $0

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 $383B
  • 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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