A detailed history of Regent Peak Wealth Advisors LLC transactions in Bank Of America Corp stock. As of the latest transaction made, Regent Peak Wealth Advisors LLC holds 10,855 shares of BAC stock, worth $481,310. This represents 0.1% of its overall portfolio holdings.

Number of Shares
10,855
Previous 10,666 1.77%
Holding current value
$481,310
Previous $424,000 1.42%
% of portfolio
0.1%
Previous 0.1%

Shares

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

Oct 16, 2024

BUY
$36.65 - $44.13 $6,926 - $8,340
189 Added 1.77%
10,855 $430,000
Q2 2024

Aug 14, 2024

BUY
$34.68 - $40.02 $18,172 - $20,970
524 Added 5.17%
10,666 $424,000
Q1 2024

May 01, 2024

BUY
$31.73 - $37.92 $5,267 - $6,294
166 Added 1.66%
10,142 $384,000
Q4 2023

Jan 23, 2024

BUY
$25.17 - $33.94 $7,903 - $10,657
314 Added 3.25%
9,976 $335,000
Q3 2023

Nov 03, 2023

BUY
$27.17 - $32.65 $35,918 - $43,163
1,322 Added 15.85%
9,662 $264,000
Q2 2023

Jul 19, 2023

BUY
$26.99 - $30.56 $10,202 - $11,551
378 Added 4.75%
8,340 $239,000
Q1 2023

Apr 24, 2023

SELL
$26.97 - $36.77 $35,519 - $48,426
-1,317 Reduced 14.19%
7,962 $227,000
Q4 2022

Feb 08, 2023

BUY
$29.77 - $38.41 $3,572 - $4,609
120 Added 1.31%
9,279 $307,000
Q3 2022

Nov 14, 2022

BUY
$18.8 - $35.27 $8,460 - $15,871
450 Added 5.17%
9,159 $276,000
Q2 2022

Aug 11, 2022

SELL
$31.13 - $40.9 $8,156 - $10,715
-262 Reduced 2.92%
8,709 $271,000
Q1 2022

May 03, 2022

BUY
$38.34 - $49.38 $15,527 - $19,998
405 Added 4.73%
8,971 $370,000
Q4 2021

Feb 11, 2022

BUY
$43.08 - $48.37 $18,955 - $21,282
440 Added 5.41%
8,566 $381,000
Q3 2021

Nov 08, 2021

BUY
$36.93 - $43.26 $5,280 - $6,186
143 Added 1.79%
8,126 $345,000
Q2 2021

Aug 16, 2021

BUY
$38.08 - $43.27 $44,553 - $50,625
1,170 Added 17.17%
7,983 $306,000
Q1 2021

Apr 28, 2021

BUY
$29.65 - $38.99 $48,299 - $63,514
1,629 Added 31.42%
6,813 $263,000
Q4 2020

Feb 12, 2021

BUY
$23.47 - $30.31 $121,668 - $157,127
5,184 New
5,184 $157,000
Q3 2020

Nov 04, 2020

SELL
$22.77 - $26.92 $280,071 - $331,116
-12,300 Closed
0 $0
Q2 2020

Aug 05, 2020

BUY
$19.77 - $28.54 $243,171 - $351,042
12,300 New
12,300 $292,000
Q1 2020

Apr 27, 2020

SELL
$18.08 - $35.64 $232,309 - $457,938
-12,849 Closed
0 $0
Q4 2019

Feb 14, 2020

BUY
$27.63 - $35.52 $355,017 - $456,396
12,849 New
12,849 $452,000

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 $356B
  • 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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