Mount Yale Investment Advisors, LLC Bank Of America Corp Transaction History

Mount Yale Investment Advisors, LLC

$1.03 Billion
Q3 2024

A detailed history of Mount Yale Investment Advisors, LLC transactions in Bank Of America Corp stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 5,959 shares of BAC stock, worth $284,542. This represents 0.02% of its overall portfolio holdings.

Number of Shares

5,959

Previous 7,557 21.15%

Holding current value

$284,542

Previous $300,000 21.33%

% of portfolio

0.02%

Previous 0.02%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 23, 2024	SELL	$36.65 - $44.13 $58,566 - $70,519	-1,598 Reduced 21.15%	5,959 $236,000
Q2 2024 Aug 13, 2024	BUY	$34.68 - $40.02 $44,979 - $51,905	1,297 Added 20.72%	7,557 $300,000
Q1 2024 May 15, 2024	BUY	$31.73 - $37.92 $198,629 - $237,379	6,260 New	6,260 $237,000
Q1 2023 May 11, 2023	SELL	$26.97 - $36.77 $96,795 - $131,967	-3,589 Reduced 13.8%	22,412 $640,000
Q4 2022 Feb 13, 2023	BUY	$29.77 - $38.41 $36,855 - $47,551	1,238 Added 5.0%	26,001 $861,000
Q3 2022 Nov 07, 2022	BUY	$18.8 - $35.27 $18,029 - $33,823	959 Added 4.03%	24,763 $748,000
Q2 2022 Aug 02, 2022	BUY	$31.13 - $40.9 $98,993 - $130,062	3,180 Added 15.42%	23,804 $741,000
Q1 2022 May 03, 2022	SELL	$38.34 - $49.38 $38,953 - $50,170	-1,016 Reduced 4.7%	20,624 $850,000
Q4 2021 Feb 02, 2022	SELL	$43.08 - $48.37 $70,263 - $78,891	-1,631 Reduced 7.01%	21,640 $963,000
Q3 2021 Nov 02, 2021	BUY	$36.93 - $43.26 $49,375 - $57,838	1,337 Added 6.1%	23,271 $988,000
Q2 2021 Aug 04, 2021	SELL	$38.08 - $43.27 $207,421 - $235,691	-5,447 Reduced 19.89%	21,934 $904,000
Q1 2021 May 04, 2021	SELL	$29.65 - $38.99 $40,146 - $52,792	-1,354 Reduced 4.71%	27,381 $1.06 Million
Q4 2020 Feb 12, 2021	SELL	$23.47 - $30.31 $25,605 - $33,068	-1,091 Reduced 3.66%	28,735 $871,000
Q3 2020 Nov 16, 2020	BUY	$22.77 - $26.92 $29,122 - $34,430	1,279 Added 4.48%	29,826 $719,000
Q2 2020 Jul 09, 2020	BUY	$19.77 - $28.54 $91,119 - $131,540	4,609 Added 19.25%	28,547 $678,000
Q1 2020 May 04, 2020	SELL	$18.08 - $35.64 $109,022 - $214,909	-6,030 Reduced 20.12%	23,938 $508,000
Q4 2019 Feb 13, 2020	BUY	$27.63 - $35.52 $398,341 - $512,091	14,417 Added 92.71%	29,968 $984,000
Q3 2019 Nov 14, 2019	BUY	$26.25 - $30.89 $90,720 - $106,755	3,456 Added 28.57%	15,551 $515,000
Q2 2019 Aug 13, 2019	BUY	$26.6 - $30.77 $13,326 - $15,415	501 Added 4.32%	12,095 $337,000
Q1 2019 May 15, 2019	SELL	$24.56 - $29.82 $229,488 - $278,638	-9,344 Reduced 44.63%	11,594 $320,000
Q4 2018 Feb 14, 2019	SELL	$22.73 - $30.43 $109,922 - $147,159	-4,836 Reduced 18.76%	20,938 $595,000
Q3 2018 Nov 13, 2018	SELL	$27.78 - $31.8 $256,214 - $293,291	-9,223 Reduced 26.35%	25,774 $736,000
Q2 2018 Aug 22, 2018	SELL	$28.19 - $31.22 $74,252 - $82,233	-2,634 Reduced 7.0%	34,997 $987,000
Q1 2018 Jun 25, 2018	BUY	$29.17 - $32.84 $1.1 Million - $1.24 Million	37,631 New	37,631 $1.13 Million

Others Institutions Holding BAC

# of Institutions

3,298

Shares Held

5.23B

Call Options Held

85.8M

Put Options Held

100M

View Full List

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...

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Mount Yale Investment Advisors, LLC Bank Of America Corp Transaction History