A detailed history of Oak Harbor Wealth Partners, LLC transactions in Bank Of America Corp stock. As of the latest transaction made, Oak Harbor Wealth Partners, LLC holds 12,941 shares of BAC stock, worth $618,191. This represents 0.15% of its overall portfolio holdings.

Number of Shares
12,941
Previous 12,141 6.59%
Holding current value
$618,191
Previous $482,000 6.43%
% of portfolio
0.15%
Previous 0.15%

Shares

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

Nov 06, 2024

BUY
$36.65 - $44.13 $29,320 - $35,304
800 Added 6.59%
12,941 $513,000
Q4 2023

Feb 09, 2024

BUY
$25.17 - $33.94 $36,999 - $49,891
1,470 Added 13.78%
12,141 $408,000
Q1 2023

Apr 24, 2023

BUY
$26.97 - $36.77 $11,462 - $15,627
425 Added 4.15%
10,671 $305,000
Q4 2022

Jan 18, 2023

SELL
$29.77 - $38.41 $9,526 - $12,291
-320 Reduced 3.03%
10,246 $0
Q3 2022

Nov 03, 2022

BUY
$18.8 - $35.27 $8,666 - $16,259
461 Added 4.56%
10,566 $319,000
Q2 2022

Jul 25, 2022

SELL
$31.13 - $40.9 $186,780 - $245,400
-6,000 Reduced 37.26%
10,105 $315,000
Q1 2022

May 11, 2022

BUY
$38.34 - $49.38 $5,559 - $7,160
145 Added 0.91%
16,105 $664,000
Q4 2021

Feb 17, 2022

BUY
$43.08 - $48.37 $687,556 - $771,985
15,960 New
15,960 $710,000

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 $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
Track This Portfolio

Track Oak Harbor Wealth Partners, LLC Portfolio

Follow Oak Harbor Wealth Partners, 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 Oak Harbor Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Oak Harbor Wealth Partners, LLC with notifications on news.