Palumbo Wealth Management LLC Bank Of America Corp Transaction History

Palumbo Wealth Management LLC

$289 Million
Q1 2025

A detailed history of Palumbo Wealth Management LLC transactions in Bank Of America Corp stock. As of the latest transaction made, Palumbo Wealth Management LLC holds 47,247 shares of BAC stock, worth $1.88 Million. This represents 0.68% of its overall portfolio holdings.

Number of Shares

47,247

Previous 39,533 19.51%

Holding current value

$1.88 Million

Previous $1.74 Million 13.47%

% of portfolio

0.68%

Previous 0.67%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	BUY	$39.61 - $47.74 $305,551 - $368,266	7,714 Added 19.51%	47,247 $1.97 Million
Q4 2024 Jan 30, 2025	SELL	$39.22 - $47.77 $54,005 - $65,779	-1,377 Reduced 3.37%	39,533 $1.74 Million
Q3 2024 Oct 28, 2024	BUY	$36.65 - $44.13 $146,270 - $176,122	3,991 Added 10.81%	40,910 $1.62 Million
Q2 2024 Aug 02, 2024	BUY	$34.68 - $40.02 $199,305 - $229,994	5,747 Added 18.44%	36,919 $1.47 Million
Q1 2024 Apr 15, 2024	BUY	$31.73 - $37.92 $70,948 - $84,789	2,236 Added 7.73%	31,172 $1.18 Million
Q4 2023 Jan 22, 2024	SELL	$25.17 - $33.94 $267,984 - $361,359	-10,647 Reduced 26.9%	28,936 $974,000
Q3 2023 Oct 16, 2023	BUY	$27.17 - $32.65 $426,188 - $512,147	15,686 Added 65.64%	39,583 $1.08 Million
Q2 2023 Jul 26, 2023	SELL	$26.99 - $30.56 $3,292 - $3,728	-122 Reduced 0.51%	23,897 $685,000
Q1 2023 May 04, 2023	BUY	$26.97 - $36.77 $18,177 - $24,782	674 Added 2.89%	24,019 $686,000
Q4 2022 Feb 13, 2023	BUY	$29.77 - $38.41 $26,941 - $34,761	905 Added 4.03%	23,345 $773,000
Q3 2022 Nov 14, 2022	BUY	$18.8 - $35.27 $12,633 - $23,701	672 Added 3.09%	22,440 $678,000
Q2 2022 Aug 12, 2022	BUY	$31.13 - $40.9 $32,250 - $42,372	1,036 Added 5.0%	21,768 $678,000
Q1 2022 May 10, 2022	BUY	$38.34 - $49.38 $4,294 - $5,530	112 Added 0.54%	20,732 $854,000
Q4 2021 Feb 16, 2022	BUY	$43.08 - $48.37 $28,217 - $31,682	655 Added 3.28%	20,620 $917,000
Q3 2021 Nov 12, 2021	SELL	$36.93 - $43.26 $6,758 - $7,916	-183 Reduced 0.91%	19,965 $847,000
Q2 2021 Aug 16, 2021	BUY	$38.08 - $43.27 $31,682 - $36,000	832 Added 4.31%	20,148 $831,000
Q1 2021 May 17, 2021	BUY	$29.65 - $38.99 $25,410 - $33,414	857 Added 4.64%	19,316 $747,000
Q4 2020 May 17, 2021	BUY	$23.47 - $30.31 $433,232 - $559,492	18,459 New	18,459 $559,000

Others Institutions Holding BAC

# of Institutions

3,616

Shares Held

5.33B

Call Options Held

84.9M

Put Options Held

125M

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 $318B
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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Palumbo Wealth Management LLC Bank Of America Corp Transaction History