A detailed history of True Wealth Advisors, LLC transactions in Bank Of America Corp stock. As of the latest transaction made, True Wealth Advisors, LLC holds 9,537 shares of BAC stock, worth $422,870. This represents 0.14% of its overall portfolio holdings.

Number of Shares
9,537
Previous 9,308 2.46%
Holding current value
$422,870
Previous $370,000 2.16%
% of portfolio
0.14%
Previous 0.15%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024

BUY
$36.65 - $44.13 $8,392 - $10,105
229 Added 2.46%
9,537 $378,000
Q2 2024

Jul 24, 2024

BUY
$34.68 - $40.02 $42,413 - $48,944
1,223 Added 15.13%
9,308 $370,000
Q1 2024

Apr 23, 2024

SELL
$31.73 - $37.92 $33,126 - $39,588
-1,044 Reduced 11.44%
8,085 $306,000
Q4 2023

Feb 08, 2024

SELL
$25.17 - $33.94 $2,894 - $3,903
-115 Reduced 1.24%
9,129 $307,000
Q3 2023

Nov 07, 2023

SELL
$27.17 - $32.65 $5,243 - $6,301
-193 Reduced 2.05%
9,244 $253,000
Q2 2023

Jul 31, 2023

SELL
$26.99 - $30.56 $22,293 - $25,242
-826 Reduced 8.05%
9,437 $270,000
Q1 2023

Apr 19, 2023

SELL
$26.97 - $36.77 $111,170 - $151,565
-4,122 Reduced 28.65%
10,263 $293,000
Q4 2022

Jan 23, 2023

BUY
$29.77 - $38.41 $446 - $576
15 Added 0.1%
14,385 $0
Q3 2022

Oct 21, 2022

BUY
$18.8 - $35.27 $225 - $423
12 Added 0.08%
14,370 $434,000
Q2 2022

Jul 27, 2022

BUY
$31.13 - $40.9 $18,584 - $24,417
597 Added 4.34%
14,358 $447,000
Q1 2022

May 05, 2022

BUY
$38.34 - $49.38 $1,111 - $1,432
29 Added 0.21%
13,761 $612,000
Q1 2022

May 04, 2022

SELL
$38.34 - $49.38 $1,111 - $1,432
-29 Reduced 0.21%
13,732 $510,000
Q4 2021

Feb 02, 2022

SELL
$43.08 - $48.37 $9,822 - $11,028
-228 Reduced 1.63%
13,761 $612,000
Q3 2021

Oct 25, 2021

BUY
$36.93 - $43.26 $9,527 - $11,161
258 Added 1.88%
13,989 $594,000
Q1 2021

Apr 22, 2021

SELL
$29.65 - $38.99 $3,617 - $4,756
-122 Reduced 0.88%
13,731 $531,000
Q4 2020

Jan 25, 2021

BUY
$23.47 - $30.31 $325,129 - $419,884
13,853 New
13,853 $458,000

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 $356B
  • 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 True Wealth Advisors, LLC Portfolio

Follow True Wealth Advisors, LLC 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 True Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on True Wealth Advisors, LLC with notifications on news.