A detailed history of Strategic Wealth Partners, Ltd. transactions in Bank Of America Corp stock. As of the latest transaction made, Strategic Wealth Partners, Ltd. holds 17,332 shares of BAC stock, worth $689,293. This represents 0.07% of its overall portfolio holdings.

Number of Shares
17,332
Previous 11,817 46.67%
Holding current value
$689,293
Previous $397,000 65.49%
% of portfolio
0.07%
Previous 0.05%

Shares

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

May 20, 2024

BUY
$31.73 - $37.92 $174,990 - $209,128
5,515 Added 46.67%
17,332 $657,000
Q4 2023

May 20, 2024

SELL
$25.17 - $33.94 $51,271 - $69,135
-2,037 Reduced 14.7%
11,817 $397,000
Q3 2023

May 20, 2024

BUY
$27.17 - $32.65 $60,045 - $72,156
2,210 Added 18.98%
13,854 $379,000
Q2 2023

May 20, 2024

BUY
$26.99 - $30.56 $95,301 - $107,907
3,531 Added 43.52%
11,644 $334,000
Q1 2023

Apr 24, 2023

BUY
$26.97 - $36.77 $218,807 - $298,315
8,113 New
8,113 $232,000
Q2 2022

Aug 22, 2022

SELL
$31.13 - $40.9 $275,500 - $361,965
-8,850 Closed
0 $0
Q1 2022

May 19, 2022

BUY
$38.34 - $49.38 $339,309 - $437,013
8,850 New
8,850 $364,000
Q4 2019

Jan 30, 2020

SELL
$27.63 - $35.52 $6,907 - $8,880
-250 Closed
0 $0
Q1 2019

May 14, 2019

SELL
$24.56 - $29.82 $1,277 - $1,550
-52 Reduced 17.22%
250 $7,000
Q4 2018

Jan 24, 2019

BUY
$22.73 - $30.43 $727 - $973
32 Added 11.85%
302 $7,000
Q2 2018

Sep 04, 2018

BUY
$28.19 - $31.22 $3,551 - $3,933
126 Added 87.5%
270 $8,000
Q1 2018

Jul 13, 2018

BUY
$29.17 - $32.84 $4,200 - $4,728
144 New
144 $4,000

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 $319B
  • 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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