A detailed history of Tria Gen Wealth Management LLC transactions in Bank Of America Corp stock. As of the latest transaction made, Tria Gen Wealth Management LLC holds 7,704 shares of BAC stock, worth $367,866. This represents 0.11% of its overall portfolio holdings.

Number of Shares
7,704
Previous 7,704 -0.0%
Holding current value
$367,866
Previous $306,000 0.33%
% of portfolio
0.11%
Previous 0.13%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 18, 2024

BUY
$34.68 - $40.02 $24,692 - $28,494
712 Added 10.18%
7,704 $306,000
Q4 2023

Jan 22, 2024

SELL
$25.17 - $33.94 $14,472 - $19,515
-575 Reduced 7.6%
6,992 $235,000
Q3 2022

Oct 21, 2022

SELL
$18.8 - $35.27 $2,444 - $4,585
-130 Reduced 1.69%
7,567 $229,000
Q2 2022

Jul 29, 2022

BUY
$31.13 - $40.9 $8,093 - $10,634
260 Added 3.5%
7,697 $240,000
Q2 2021

Aug 02, 2021

SELL
$38.08 - $43.27 $9,558 - $10,860
-251 Reduced 3.26%
7,437 $285,000
Q4 2020

Feb 02, 2021

BUY
$23.47 - $30.31 $180,437 - $233,023
7,688 New
7,688 $233,000

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 $383B
  • 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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