A detailed history of Ullmann Wealth Partners Group, LLC transactions in Bank Of America Corp stock. As of the latest transaction made, Ullmann Wealth Partners Group, LLC holds 52,143 shares of BAC stock, worth $2.3 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares
52,143
Previous 31,599 65.01%
Holding current value
$2.3 Million
Previous $1.26 Million 64.73%
% of portfolio
0.27%
Previous 0.18%

Shares

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

Oct 15, 2024

BUY
$36.65 - $44.13 $752,937 - $906,606
20,544 Added 65.01%
52,143 $2.07 Million
Q2 2024

Aug 07, 2024

BUY
$34.68 - $40.02 $15,259 - $17,608
440 Added 1.41%
31,599 $1.26 Million
Q1 2024

May 10, 2024

BUY
$31.73 - $37.92 $21,386 - $25,558
674 Added 2.21%
31,159 $1.18 Million
Q4 2023

Jan 11, 2024

BUY
$25.17 - $33.94 $42,008 - $56,645
1,669 Added 5.79%
30,485 $1.03 Million
Q3 2023

Oct 13, 2023

SELL
$27.17 - $32.65 $10,134 - $12,178
-373 Reduced 1.28%
28,816 $788,000
Q2 2023

Jul 13, 2023

SELL
$26.99 - $30.56 $2,186 - $2,475
-81 Reduced 0.28%
29,189 $837,000
Q1 2023

Apr 11, 2023

SELL
$26.97 - $36.77 $21,602 - $29,452
-801 Reduced 2.66%
29,270 $837,000
Q4 2022

Jan 18, 2023

BUY
$29.77 - $38.41 $89 - $115
3 Added 0.01%
30,071 $0
Q3 2022

Oct 12, 2022

SELL
$18.8 - $35.27 $5,226 - $9,805
-278 Reduced 0.92%
30,068 $908,000
Q1 2022

Apr 14, 2022

SELL
$38.34 - $49.38 $23,540 - $30,319
-614 Reduced 1.98%
30,346 $1.25 Million
Q3 2021

Oct 19, 2021

BUY
$36.93 - $43.26 $44,537 - $52,171
1,206 Added 4.05%
30,960 $1.31 Million
Q2 2021

Jul 09, 2021

SELL
$38.08 - $43.27 $51,217 - $58,198
-1,345 Reduced 4.32%
29,754 $1.23 Million
Q1 2021

Apr 14, 2021

BUY
$29.65 - $38.99 $5,959 - $7,836
201 Added 0.65%
31,099 $1.2 Million
Q4 2020

Jan 15, 2021

BUY
$23.47 - $30.31 $3,637 - $4,698
155 Added 0.5%
30,898 $937,000
Q2 2020

Jul 13, 2020

BUY
$19.77 - $28.54 $5,575 - $8,048
282 Added 0.93%
30,743 $730,000
Q4 2019

Jan 14, 2020

SELL
$27.63 - $35.52 $263,452 - $338,683
-9,535 Reduced 23.84%
30,461 $1.07 Million
Q2 2019

Jul 11, 2019

SELL
$26.6 - $30.77 $40,192 - $46,493
-1,511 Reduced 3.64%
39,996 $1.16 Million
Q1 2019

Apr 08, 2019

BUY
$24.56 - $29.82 $80,900 - $98,227
3,294 Added 8.62%
41,507 $1.15 Million
Q3 2018

Nov 06, 2018

SELL
$27.78 - $31.8 $42,031 - $48,113
-1,513 Reduced 3.81%
38,213 $1.13 Million
Q1 2018

May 07, 2018

SELL
$29.17 - $32.84 $106,207 - $119,570
-3,641 Reduced 8.4%
39,726 $1.19 Million
Q4 2017

Feb 09, 2018

SELL
$25.45 - $29.88 $464,996 - $545,937
-18,271 Reduced 29.64%
43,367 $1.31 Million
Q3 2017

Nov 14, 2017

BUY
$22.89 - $25.45 $1.41 Million - $1.57 Million
61,638
61,638 $964,000

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 $354B
  • 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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