A detailed history of Spartan Planning & Wealth Management transactions in Bank Of America Corp stock. As of the latest transaction made, Spartan Planning & Wealth Management holds 8,465 shares of BAC stock, worth $395,738. This represents 0.32% of its overall portfolio holdings.

Number of Shares
8,465
Previous 7 120828.57%
Holding current value
$395,738
Previous $0 Infinity%
% of portfolio
0.32%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Mar 12, 2024

BUY
$25.17 - $33.94 $212,887 - $287,064
8,458 Added 120828.57%
8,465 $285,000
Q3 2023

Nov 17, 2023

BUY
$27.17 - $32.65 $190 - $228
7 New
7 $0
Q2 2022

Aug 10, 2022

SELL
$31.13 - $40.9 $63,349 - $83,231
-2,035 Reduced 99.71%
6 $0
Q1 2022

May 16, 2022

BUY
$38.34 - $49.38 $78,251 - $100,784
2,041 New
2,041 $84,000

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 $375B
  • 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 Spartan Planning & Wealth Management Portfolio

Follow Spartan Planning & Wealth Management 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 Spartan Planning & Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Spartan Planning & Wealth Management with notifications on news.