A detailed history of United Asset Strategies, Inc. transactions in Bank Of America Corp stock. As of the latest transaction made, United Asset Strategies, Inc. holds 360,900 shares of BAC stock, worth $15.7 Million. This represents 1.34% of its overall portfolio holdings.

Number of Shares
360,900
Previous 357,549 0.94%
Holding current value
$15.7 Million
Previous $14.2 Million 0.74%
% of portfolio
1.34%
Previous 1.41%

Shares

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

Oct 28, 2024

BUY
$36.65 - $44.13 $122,814 - $147,879
3,351 Added 0.94%
360,900 $14.3 Million
Q2 2024

Aug 01, 2024

BUY
$34.68 - $40.02 $4,300 - $4,962
124 Added 0.03%
357,549 $14.2 Million
Q1 2024

Apr 23, 2024

BUY
$31.73 - $37.92 $960,657 - $1.15 Million
30,276 Added 9.25%
357,425 $13.6 Million
Q4 2023

Jan 30, 2024

BUY
$25.17 - $33.94 $5.89 Million - $7.95 Million
234,172 Added 251.86%
327,149 $11 Million
Q3 2023

Nov 07, 2023

BUY
$27.17 - $32.65 $2.53 Million - $3.04 Million
92,977 New
92,977 $2.55 Million
Q4 2022

Jan 26, 2023

SELL
$29.77 - $38.41 $29,353 - $37,872
-986 Reduced 12.7%
6,776 $0
Q3 2022

Oct 24, 2022

SELL
$18.8 - $35.27 $3,026 - $5,678
-161 Reduced 2.03%
7,762 $234,000
Q2 2022

Aug 15, 2022

SELL
$31.13 - $40.9 $173,985 - $228,590
-5,589 Reduced 41.36%
7,923 $247,000
Q1 2022

Apr 29, 2022

BUY
$38.34 - $49.38 $102,406 - $131,893
2,671 Added 24.64%
13,512 $557,000
Q4 2021

Jan 31, 2022

BUY
$43.08 - $48.37 $72,029 - $80,874
1,672 Added 18.24%
10,841 $482,000
Q3 2021

Oct 21, 2021

BUY
$36.93 - $43.26 $14,291 - $16,741
387 Added 4.41%
9,169 $389,000
Q2 2021

Jul 19, 2021

SELL
$38.08 - $43.27 $3.92 Million - $4.46 Million
-103,037 Reduced 92.15%
8,782 $362,000
Q1 2021

Apr 27, 2021

BUY
$29.65 - $38.99 $13,342 - $17,545
450 Added 0.4%
111,819 $4.33 Million
Q4 2020

Feb 05, 2021

BUY
$23.47 - $30.31 $1.43 Million - $1.85 Million
60,894 Added 120.64%
111,369 $3.38 Million
Q3 2020

Nov 03, 2020

BUY
$22.77 - $26.92 $1.15 Million - $1.36 Million
50,475 New
50,475 $1.22 Million
Q2 2020

Aug 03, 2020

SELL
$19.77 - $28.54 $389,409 - $562,152
-19,697 Closed
0 $0
Q1 2020

May 08, 2020

BUY
$18.08 - $35.64 $650 - $1,283
36 Added 0.18%
19,697 $418,000
Q4 2019

Feb 12, 2020

BUY
$27.63 - $35.52 $12,295 - $15,806
445 Added 2.32%
19,661 $692,000
Q3 2019

Nov 01, 2019

BUY
$26.25 - $30.89 $13,807 - $16,248
526 Added 2.81%
19,216 $561,000
Q2 2019

Jul 31, 2019

BUY
$26.6 - $30.77 $16,252 - $18,800
611 Added 3.38%
18,690 $542,000
Q1 2019

May 02, 2019

SELL
$24.56 - $29.82 $107,204 - $130,164
-4,365 Reduced 19.45%
18,079 $499,000
Q4 2018

Feb 11, 2019

SELL
$22.73 - $30.43 $4,818 - $6,451
-212 Reduced 0.94%
22,444 $553,000
Q3 2018

Nov 07, 2018

SELL
$27.78 - $31.8 $17,862 - $20,447
-643 Reduced 2.76%
22,656 $667,000
Q2 2018

Aug 07, 2018

SELL
$28.19 - $31.22 $70,193 - $77,737
-2,490 Reduced 9.66%
23,299 $657,000
Q1 2018

May 14, 2018

BUY
$29.17 - $32.84 $26,982 - $30,377
925 Added 3.72%
25,789 $773,000
Q4 2017

Feb 09, 2018

BUY
$25.45 - $29.88 $32,041 - $37,618
1,259 Added 5.33%
24,864 $734,000
Q3 2017

Nov 02, 2017

BUY
$22.89 - $25.45 $540,318 - $600,747
23,605
23,605 $598,000

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 $348B
  • 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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