A detailed history of Ridgecrest Wealth Partners, LLC transactions in Bank Of America Corp stock. As of the latest transaction made, Ridgecrest Wealth Partners, LLC holds 11,797 shares of BAC stock, worth $492,406. This represents 0.27% of its overall portfolio holdings.

Number of Shares
11,797
Previous 11,767 0.25%
Holding current value
$492,406
Previous $396,000 12.88%
% of portfolio
0.27%
Previous 0.26%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 17, 2024

BUY
$31.73 - $37.92 $951 - $1,137
30 Added 0.25%
11,797 $447,000
Q4 2023

Jan 09, 2024

SELL
$25.17 - $33.94 $201 - $271
-8 Reduced 0.07%
11,767 $396,000
Q3 2023

Oct 25, 2023

SELL
$27.17 - $32.65 $13,041 - $15,672
-480 Reduced 3.92%
11,775 $322,000
Q2 2023

Jul 31, 2023

SELL
$26.99 - $30.56 $2,699 - $3,056
-100 Reduced 0.81%
12,255 $351,000
Q4 2022

Jan 26, 2023

BUY
$29.77 - $38.41 $2,977 - $3,840
100 Added 0.82%
12,355 $0
Q3 2022

Oct 20, 2022

BUY
$18.8 - $35.27 $470 - $881
25 Added 0.2%
12,255 $370,000
Q3 2021

Nov 03, 2021

BUY
$36.93 - $43.26 $134,572 - $157,639
3,644 Added 42.44%
12,230 $519,000
Q2 2021

Jul 21, 2021

BUY
$38.08 - $43.27 $37,546 - $42,664
986 Added 12.97%
8,586 $354,000
Q1 2021

May 19, 2021

BUY
$29.65 - $38.99 $225,340 - $296,324
7,600 New
7,600 $294,000

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 $335B
  • 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
Track This Portfolio

Track Ridgecrest Wealth Partners, LLC Portfolio

Follow Ridgecrest Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ridgecrest Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ridgecrest Wealth Partners, LLC with notifications on news.