Transform Wealth, LLC Bank Of America Corp Transaction History

Transform Wealth, LLC

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2020 Jul 22, 2020	SELL	$19.77 - $28.54 $3.27 Million - $4.72 Million	-165,229 Closed	0 $0
Q1 2020 Apr 30, 2020	BUY	$18.08 - $35.64 $109,167 - $215,194	6,038 Added 3.79%	165,229 $3.51 Million
Q4 2019 Jan 24, 2020	BUY	$27.63 - $35.52 $246,901 - $317,406	8,936 Added 5.95%	159,191 $5.61 Million
Q3 2019 Oct 24, 2019	SELL	$26.25 - $30.89 $478,905 - $563,557	-18,244 Reduced 10.83%	150,255 $4.38 Million
Q2 2019 Jul 30, 2019	BUY	$26.6 - $30.77 $970,102 - $1.12 Million	36,470 Added 27.62%	168,499 $4.89 Million
Q1 2019 Apr 12, 2019	SELL	$24.56 - $29.82 $44,379 - $53,884	-1,807 Reduced 1.35%	132,029 $3.64 Million
Q4 2018 Jan 30, 2019	BUY	$22.73 - $30.43 $92,942 - $124,428	4,089 Added 3.15%	133,836 $3.3 Million
Q3 2018 Oct 25, 2018	SELL	$27.78 - $31.8 $1.03 Million - $1.17 Million	-36,925 Reduced 22.15%	129,747 $3.82 Million
Q2 2018 Aug 03, 2018	SELL	$28.19 - $31.22 $479,060 - $530,552	-16,994 Reduced 9.25%	166,672 $4.7 Million
Q1 2018 May 03, 2018	BUY	$29.17 - $32.84 $3.43 Million - $3.86 Million	117,677 Added 178.33%	183,666 $5.51 Million
Q4 2017 Feb 08, 2018	BUY	$25.45 - $29.88 $136,310 - $160,037	5,356 Added 8.83%	65,989 $1.95 Million
Q3 2017 Oct 19, 2017	BUY	$22.89 - $25.45 $1.39 Million - $1.54 Million	60,633	60,633 $1.54 Million

3,304

5.21B

85.8M

100M

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...

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

Stay updated on Transform Wealth, LLC with notifications on news.