A detailed history of Personal Cfo Solutions, LLC transactions in Bank Of America Corp stock. As of the latest transaction made, Personal Cfo Solutions, LLC holds 32,784 shares of BAC stock, worth $1.54 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
32,784
Previous 32,891 0.33%
Holding current value
$1.54 Million
Previous $1.31 Million 0.54%
% of portfolio
0.18%
Previous 0.21%

Shares

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

Nov 14, 2024

SELL
$36.65 - $44.13 $3,921 - $4,721
-107 Reduced 0.33%
32,784 $1.3 Million
Q2 2024

Aug 09, 2024

SELL
$34.68 - $40.02 $2,635 - $3,041
-76 Reduced 0.23%
32,891 $1.31 Million
Q1 2024

May 13, 2024

BUY
$31.73 - $37.92 $123,715 - $147,850
3,899 Added 13.41%
32,967 $1.25 Million
Q4 2023

Feb 13, 2024

SELL
$25.17 - $33.94 $18,474 - $24,911
-734 Reduced 2.46%
29,068 $978,000
Q3 2023

Nov 13, 2023

BUY
$27.17 - $32.65 $21,980 - $26,413
809 Added 2.79%
29,802 $815,000
Q2 2023

Aug 10, 2023

BUY
$26.99 - $30.56 $34,034 - $38,536
1,261 Added 4.55%
28,993 $831,000
Q1 2023

May 09, 2023

BUY
$26.97 - $36.77 $350 - $478
13 Added 0.05%
27,732 $793,000
Q4 2022

Feb 14, 2023

BUY
$29.77 - $38.41 $36,200 - $46,706
1,216 Added 4.59%
27,719 $918,000
Q3 2022

Nov 01, 2022

SELL
$18.8 - $35.27 $4,023 - $7,547
-214 Reduced 0.8%
26,503 $800,000
Q2 2022

Aug 05, 2022

BUY
$31.13 - $40.9 $32,095 - $42,167
1,031 Added 4.01%
26,717 $832,000
Q1 2022

May 02, 2022

BUY
$38.34 - $49.38 $54,634 - $70,366
1,425 Added 5.87%
25,686 $1.06 Million
Q4 2021

Feb 11, 2022

BUY
$43.08 - $48.37 $6,849 - $7,690
159 Added 0.66%
24,261 $1.08 Million
Q3 2021

Nov 18, 2021

SELL
$36.93 - $43.26 $12,039 - $14,102
-326 Reduced 1.33%
24,102 $1.02 Million
Q2 2021

Jul 22, 2021

BUY
$38.08 - $43.27 $122,922 - $139,675
3,228 Added 15.23%
24,428 $1.01 Million
Q1 2021

Apr 21, 2021

BUY
$29.65 - $38.99 $266,494 - $350,442
8,988 Added 73.6%
21,200 $820,000
Q4 2020

Feb 09, 2021

BUY
$23.47 - $30.31 $26,075 - $33,674
1,111 Added 10.01%
12,212 $370,000
Q3 2020

Nov 02, 2020

BUY
$22.77 - $26.92 $17,441 - $20,620
766 Added 7.41%
11,101 $0
Q2 2020

Aug 03, 2020

SELL
$19.77 - $28.54 $42,979 - $62,045
-2,174 Reduced 17.38%
10,335 $245,000
Q1 2020

Apr 30, 2020

BUY
$18.08 - $35.64 $118,170 - $232,943
6,536 Added 109.43%
12,509 $266,000
Q4 2019

Feb 13, 2020

BUY
$27.63 - $35.52 $165,033 - $212,160
5,973 New
5,973 $210,000

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 $377B
  • 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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