A detailed history of Morton Brown Family Wealth, LLC transactions in Bank Of America Corp stock. As of the latest transaction made, Morton Brown Family Wealth, LLC holds 12,197 shares of BAC stock, worth $538,741. This represents 0.17% of its overall portfolio holdings.

Number of Shares
12,197
Previous 12,197 -0.0%
Holding current value
$538,741
Previous $485,000 0.21%
% of portfolio
0.17%
Previous 0.19%

Shares

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

Jul 30, 2024

BUY
$34.68 - $40.02 $15,814 - $18,249
456 Added 3.88%
12,197 $485,000
Q1 2024

Apr 23, 2024

BUY
$31.73 - $37.92 $7,075 - $8,456
223 Added 1.94%
11,741 $445,000
Q4 2023

Jan 26, 2024

BUY
$25.17 - $33.94 $289,908 - $390,920
11,518 New
11,518 $387,000
Q1 2023

Apr 25, 2023

BUY
$26.97 - $36.77 $3,398 - $4,633
126 New
126 $3,000
Q4 2022

Feb 01, 2023

BUY
$29.77 - $38.41 $0 - $0
0 New
0 $0
Q2 2022

Jul 21, 2022

BUY
$31.13 - $40.9 $5,634 - $7,402
181 New
181 $6,000
Q1 2022

Apr 20, 2022

SELL
$38.34 - $49.38 $8,434 - $10,863
-220 Closed
0 $0
Q4 2021

Feb 11, 2022

BUY
$43.08 - $48.37 $9,477 - $10,641
220 New
220 $10,000

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 $354B
  • 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 Morton Brown Family Wealth, LLC Portfolio

Follow Morton Brown Family Wealth, 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 Morton Brown Family Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Morton Brown Family Wealth, LLC with notifications on news.