A detailed history of Occidental Asset Management, LLC transactions in Bank Of America Corp stock. As of the latest transaction made, Occidental Asset Management, LLC holds 9,787 shares of BAC stock, worth $467,329. This represents 0.06% of its overall portfolio holdings.

Number of Shares
9,787
Previous 8,604 13.75%
Holding current value
$467,329
Previous $342,000 13.45%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Oct 11, 2024

BUY
$36.65 - $44.13 $43,356 - $52,205
1,183 Added 13.75%
9,787 $388,000
Q2 2024

Jul 15, 2024

BUY
$34.68 - $40.02 $298,386 - $344,332
8,604 New
8,604 $342,000
Q4 2023

Jan 18, 2024

SELL
$25.17 - $33.94 $3,347 - $4,514
-133 Reduced 1.79%
7,278 $245,000
Q3 2023

Oct 18, 2023

SELL
$27.17 - $32.65 $6,357 - $7,640
-234 Reduced 3.06%
7,411 $202,000
Q2 2023

Jul 11, 2023

BUY
$26.99 - $30.56 $206,338 - $233,631
7,645 New
7,645 $219,000
Q4 2022

Jan 23, 2023

BUY
$29.77 - $38.41 $197,702 - $255,080
6,641 New
6,641 $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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