A detailed history of Selective Wealth Management, Inc. transactions in Bank Of America Corp stock. As of the latest transaction made, Selective Wealth Management, Inc. holds 15,135 shares of BAC stock, worth $674,264. This represents 0.25% of its overall portfolio holdings.

Number of Shares
15,135
Previous 15,374 1.55%
Holding current value
$674,264
Previous $611,000 1.8%
% of portfolio
0.25%
Previous 0.27%

Shares

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

Oct 09, 2024

SELL
$36.65 - $44.13 $8,759 - $10,547
-239 Reduced 1.55%
15,135 $600,000
Q2 2024

Jul 10, 2024

SELL
$34.68 - $40.02 $44,667 - $51,545
-1,288 Reduced 7.73%
15,374 $611,000
Q1 2024

Apr 11, 2024

SELL
$31.73 - $37.92 $21,861 - $26,126
-689 Reduced 3.97%
16,662 $631,000
Q4 2023

Jan 05, 2024

BUY
$25.17 - $33.94 $8,406 - $11,335
334 Added 1.96%
17,351 $584,000
Q3 2023

Oct 10, 2023

SELL
$27.17 - $32.65 $21,899 - $26,315
-806 Reduced 4.52%
17,017 $465,000
Q2 2023

Jul 11, 2023

SELL
$26.99 - $30.56 $157,918 - $178,806
-5,851 Reduced 24.71%
17,823 $511,000
Q4 2022

Jan 23, 2023

BUY
$29.77 - $38.41 $181,358 - $233,993
6,092 Added 34.65%
23,674 $0
Q3 2022

Oct 21, 2022

SELL
$18.8 - $35.27 $275,420 - $516,705
-14,650 Reduced 45.45%
17,582 $531,000
Q2 2022

Jul 28, 2022

SELL
$31.13 - $40.9 $6,443 - $8,466
-207 Reduced 0.64%
32,232 $1 Million
Q1 2022

Apr 20, 2022

SELL
$38.34 - $49.38 $126,483 - $162,904
-3,299 Reduced 9.23%
32,439 $1.34 Million
Q4 2021

Jan 18, 2022

SELL
$43.08 - $48.37 $50,834 - $57,076
-1,180 Reduced 3.2%
35,738 $1.59 Million
Q3 2021

Oct 27, 2021

SELL
$36.93 - $43.26 $888,461 - $1.04 Million
-24,058 Reduced 39.45%
36,918 $1.57 Million
Q2 2021

Aug 04, 2021

SELL
$38.08 - $43.27 $962,510 - $1.09 Million
-25,276 Reduced 29.3%
60,976 $2.51 Million
Q1 2021

Apr 09, 2021

SELL
$29.65 - $38.99 $219,350 - $288,448
-7,398 Reduced 7.9%
86,252 $3.34 Million
Q4 2020

Jan 22, 2021

BUY
$23.47 - $30.31 $180,765 - $233,447
7,702 Added 8.96%
93,650 $2.84 Million
Q3 2020

Oct 21, 2020

BUY
$22.77 - $26.92 $25,092 - $29,665
1,102 Added 1.3%
85,948 $2.07 Million
Q2 2020

Jul 15, 2020

BUY
$19.77 - $28.54 $1.65 Million - $2.38 Million
83,378 Added 5679.7%
84,846 $2.02 Million
Q3 2019

Oct 29, 2019

BUY
$26.25 - $30.89 $38,535 - $45,346
1,468 New
1,468 $43,000
Q1 2019

Apr 04, 2019

SELL
$24.56 - $29.82 $33,401 - $40,555
-1,360 Closed
0 $0
Q3 2018

Oct 12, 2018

BUY
$27.78 - $31.8 $37,780 - $43,248
1,360 New
1,360 $40,000

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 $357B
  • 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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