A detailed history of Pacific Capital Wealth Advisors, Inc transactions in Bank Of America Corp stock. As of the latest transaction made, Pacific Capital Wealth Advisors, Inc holds 4,038 shares of BAC stock, worth $158,410. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,038
Previous 3,158 27.87%
Holding current value
$158,410
Previous $119,000 34.45%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Aug 06, 2024

BUY
$34.68 - $40.02 $30,518 - $35,217
880 Added 27.87%
4,038 $160,000
Q1 2024

May 15, 2024

SELL
$31.73 - $37.92 $53,814 - $64,312
-1,696 Reduced 34.94%
3,158 $119,000
Q4 2023

Feb 06, 2024

BUY
$25.17 - $33.94 $122,175 - $164,744
4,854 New
4,854 $163,000
Q4 2020

Feb 16, 2021

SELL
$23.47 - $30.31 $84,374 - $108,964
-3,595 Closed
0 $0
Q3 2020

Nov 16, 2020

BUY
$22.77 - $26.92 $81,858 - $96,777
3,595 New
3,595 $87,000

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
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