A detailed history of Wealth Effects LLC transactions in Bank Of America Corp stock. As of the latest transaction made, Wealth Effects LLC holds 24,647 shares of BAC stock, worth $1.15 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares
24,647
Previous 24,646 -0.0%
Holding current value
$1.15 Million
Previous $980,000 0.2%
% of portfolio
0.38%
Previous 0.4%

Shares

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

Oct 21, 2024

BUY
$36.65 - $44.13 $36 - $44
1 Added 0.0%
24,647 $978,000
Q2 2024

Aug 02, 2024

SELL
$34.68 - $40.02 $38,321 - $44,222
-1,105 Reduced 4.29%
24,646 $980,000
Q1 2024

Apr 22, 2024

SELL
$31.73 - $37.92 $104,423 - $124,794
-3,291 Reduced 11.33%
25,751 $976,000
Q4 2023

Jan 29, 2024

SELL
$25.17 - $33.94 $25,774 - $34,754
-1,024 Reduced 3.41%
29,042 $977,000
Q3 2023

Oct 16, 2023

SELL
$27.17 - $32.65 $14,128 - $16,978
-520 Reduced 1.7%
30,066 $823,000
Q2 2023

Jul 18, 2023

SELL
$26.99 - $30.56 $19,135 - $21,667
-709 Reduced 2.27%
30,586 $877,000
Q1 2023

May 04, 2023

SELL
$26.97 - $36.77 $16,074 - $21,914
-596 Reduced 1.87%
31,295 $895,000
Q4 2022

Feb 02, 2023

SELL
$29.77 - $38.41 $540,176 - $696,949
-18,145 Reduced 36.26%
31,891 $1.06 Million
Q3 2022

Nov 14, 2022

SELL
$18.8 - $35.27 $319 - $599
-17 Reduced 0.03%
50,036 $1.51 Million
Q2 2022

Aug 03, 2022

SELL
$31.13 - $40.9 $36,204 - $47,566
-1,163 Reduced 2.27%
50,053 $1.56 Million
Q1 2022

May 16, 2022

BUY
$38.34 - $49.38 $1,840 - $2,370
48 Added 0.09%
51,216 $2.11 Million
Q4 2021

Feb 09, 2022

BUY
$43.08 - $48.37 $2.2 Million - $2.47 Million
51,168 New
51,168 $2.28 Million

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 $375B
  • 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 Wealth Effects LLC Portfolio

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

News

Stay updated on Wealth Effects LLC with notifications on news.