A detailed history of Summit Asset Management, LLC transactions in Bank Of America Corp stock. As of the latest transaction made, Summit Asset Management, LLC holds 21,033 shares of BAC stock, worth $849,943. This represents 0.09% of its overall portfolio holdings.

Number of Shares
21,033
Previous 19,382 8.52%
Holding current value
$849,943
Previous $652,000 22.24%
% of portfolio
0.09%
Previous 0.09%

Shares

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

May 06, 2024

BUY
$31.73 - $37.92 $52,386 - $62,605
1,651 Added 8.52%
21,033 $797,000
Q4 2023

Feb 06, 2024

BUY
$25.17 - $33.94 $7,551 - $10,182
300 Added 1.57%
19,382 $652,000
Q3 2023

Nov 06, 2023

BUY
$27.17 - $32.65 $81,537 - $97,982
3,001 Added 18.66%
19,082 $522,000
Q2 2023

Aug 07, 2023

BUY
$26.99 - $30.56 $33,251 - $37,649
1,232 Added 8.3%
16,081 $461,000
Q1 2023

May 11, 2023

BUY
$26.97 - $36.77 $70,122 - $95,602
2,600 Added 21.23%
14,849 $424,000
Q4 2022

Feb 13, 2023

SELL
$29.77 - $38.41 $5,924 - $7,643
-199 Reduced 1.6%
12,249 $405,000
Q3 2022

Nov 07, 2022

BUY
$18.8 - $35.27 $6,937 - $13,014
369 Added 3.05%
12,448 $376,000
Q2 2022

Aug 10, 2022

BUY
$31.13 - $40.9 $106,526 - $139,959
3,422 Added 39.53%
12,079 $376,000
Q1 2022

May 09, 2022

BUY
$38.34 - $49.38 $34,544 - $44,491
901 Added 11.62%
8,657 $357,000
Q4 2021

Feb 11, 2022

BUY
$43.08 - $48.37 $45,061 - $50,595
1,046 Added 15.59%
7,756 $345,000
Q3 2021

Nov 08, 2021

BUY
$36.93 - $43.26 $28,805 - $33,742
780 Added 13.15%
6,710 $285,000
Q2 2021

Aug 06, 2021

BUY
$38.08 - $43.27 $11,424 - $12,981
300 Added 5.33%
5,930 $244,000
Q1 2021

May 07, 2021

BUY
$29.65 - $38.99 $166,929 - $219,513
5,630 New
5,630 $218,000

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 $324B
  • 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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