A detailed history of Wealth Plan Investment Management, LLC transactions in Bank Of America Corp stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 16,253 shares of BAC stock, worth $649,469. This represents 0.11% of its overall portfolio holdings.

Number of Shares
16,253
Previous 16,112 0.88%
Holding current value
$649,469
Previous $610,000 5.9%
% of portfolio
0.11%
Previous 0.1%

Shares

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

Aug 09, 2024

BUY
$34.68 - $40.02 $4,889 - $5,642
141 Added 0.88%
16,253 $646,000
Q1 2024

May 16, 2024

BUY
$31.73 - $37.92 $2,538 - $3,033
80 Added 0.5%
16,112 $610,000
Q3 2023

Nov 15, 2023

BUY
$27.17 - $32.65 $66,838 - $80,319
2,460 Added 18.13%
16,032 $438,000
Q3 2023

Nov 09, 2023

BUY
$27.17 - $32.65 $362,855 - $436,040
13,355 Added 6154.38%
13,572 $371,000
Q2 2023

Aug 14, 2023

SELL
$26.99 - $30.56 $1 Million - $1.14 Million
-37,176 Reduced 99.42%
217 $6,000
Q2 2023

Jul 25, 2023

BUY
$26.99 - $30.56 $578,638 - $655,175
21,439 Added 134.38%
37,393 $1.07 Million
Q1 2023

May 08, 2023

SELL
$26.97 - $36.77 $269,349 - $367,221
-9,987 Reduced 38.5%
15,954 $456,000
Q4 2022

Feb 15, 2023

BUY
$29.77 - $38.41 $57,724 - $74,476
1,939 Added 8.08%
25,941 $859,000
Q3 2022

Dec 12, 2022

BUY
$18.8 - $35.27 $71,853 - $134,801
3,822 Added 18.94%
24,002 $786,000
Q1 2022

Sep 07, 2022

BUY
$38.34 - $49.38 $773,701 - $996,488
20,180 New
20,180 $720,000

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 $321B
  • 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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