A detailed history of New Edge Wealth, LLC transactions in Bank Of America Corp stock. As of the latest transaction made, New Edge Wealth, LLC holds 82,542 shares of BAC stock, worth $3.24 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
82,542
Previous 92,944 11.19%
Holding current value
$3.24 Million
Previous $3.52 Million 6.87%
% of portfolio
0.07%
Previous 0.08%

Shares

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

Aug 01, 2024

SELL
$34.68 - $40.02 $360,741 - $416,288
-10,402 Reduced 11.19%
82,542 $3.28 Million
Q1 2024

May 06, 2024

BUY
$31.73 - $37.92 $19,101 - $22,827
602 Added 0.65%
92,944 $3.52 Million
Q4 2023

Jan 29, 2024

BUY
$25.17 - $33.94 $289,706 - $390,649
11,510 Added 14.24%
92,342 $3.11 Million
Q3 2023

Nov 08, 2023

BUY
$27.17 - $32.65 $209,290 - $251,502
7,703 Added 10.53%
80,832 $2.21 Million
Q2 2023

Aug 09, 2023

SELL
$26.99 - $30.56 $80,214 - $90,824
-2,972 Reduced 3.91%
73,129 $2.1 Million
Q1 2023

May 08, 2023

BUY
$26.97 - $36.77 $342,492 - $466,942
12,699 Added 20.03%
76,101 $2.18 Million
Q4 2022

Feb 14, 2023

SELL
$29.77 - $38.41 $1.13 Million - $1.46 Million
-38,048 Reduced 37.5%
63,402 $2.1 Million
Q3 2022

Nov 14, 2022

BUY
$18.8 - $35.27 $484,513 - $908,978
25,772 Added 34.05%
101,450 $3.06 Million
Q2 2022

Aug 09, 2022

BUY
$31.13 - $40.9 $1.84 Million - $2.42 Million
59,181 Added 358.74%
75,678 $2.36 Million
Q1 2022

May 10, 2022

BUY
$38.34 - $49.38 $50,532 - $65,082
1,318 Added 8.68%
16,497 $680,000
Q4 2021

Jan 31, 2022

SELL
$43.08 - $48.37 $344 - $386
-8 Reduced 0.05%
15,179 $675,000
Q3 2021

Nov 12, 2021

BUY
$36.93 - $43.26 $19,868 - $23,273
538 Added 3.67%
15,187 $645,000
Q2 2021

Aug 11, 2021

BUY
$38.08 - $43.27 $268,349 - $304,923
7,047 Added 92.7%
14,649 $604,000
Q1 2021

May 13, 2021

BUY
$29.65 - $38.99 $225,399 - $296,401
7,602 New
7,602 $294,000

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 $315B
  • 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 New Edge Wealth, LLC Portfolio

Follow New Edge 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 New Edge Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on New Edge Wealth, LLC with notifications on news.