Wealth Plan Partners, LLC Bank Of America Corp Transaction History

Wealth Plan Partners, LLC

  • $966 Billion
  • Q1 2024

A detailed history of Wealth Plan Partners, LLC transactions in Bank Of America Corp stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 28,109 shares of BAC stock, worth $1.15 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
28,109
Previous 10,739 161.75%
Holding current value
$1.15 Million
Previous $362 Million 194.8%
% of portfolio
0.11%
Previous 0.04%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 07, 2024
BUY
$31.73 - $37.92 $551,150 - $658,670
17,370 Added 161.75%
28,109 $1.07 Billion
Q4 2023

Jan 05, 2024
SELL
$25.17 - $33.94 $71,306 - $96,152
-2,833 Reduced 20.87%
10,739 $362 Million
Q3 2023

Nov 01, 2023
BUY
$27.17 - $32.65 $197,553 - $237,398
7,271 Added 115.39%
13,572 $372 Million
Q2 2023

Jul 31, 2023
BUY
$26.99 - $30.56 $19,513 - $22,094
723 Added 12.96%
6,301 $181 Million
Q1 2023

May 10, 2023
SELL
$26.97 - $36.77 $549,190 - $748,747
-20,363 Reduced 78.5%
5,578 $160 Million
Q4 2022

Feb 16, 2023
BUY
$29.77 - $38.41 $171,504 - $221,280
5,761 Added 28.55%
25,941 $924 Million
Q1 2022

May 03, 2022
BUY
$38.34 - $49.38 $26,416 - $34,022
689 Added 3.53%
20,180 $720,000
Q4 2021

Feb 01, 2022
BUY
$43.08 - $48.37 $6,289 - $7,062
146 Added 0.75%
19,491 $899,000
Q3 2021

Dec 09, 2021
BUY
$36.93 - $43.26 $43,614 - $51,090
1,181 Added 6.5%
19,345 $821,000
Q2 2021

Aug 19, 2021
BUY
$38.08 - $43.27 $22,695 - $25,788
596 Added 3.39%
18,164 $762,000
Q1 2021

May 11, 2021
SELL
$29.65 - $38.99 $8,124 - $10,683
-274 Reduced 1.54%
17,568 $721,000
Q4 2020

Feb 09, 2021
BUY
$23.47 - $30.31 $2,699 - $3,485
115 Added 0.65%
17,842 $580,000
Q3 2020

Dec 18, 2020
SELL
$22.77 - $26.92 $106,654 - $126,093
-4,684 Reduced 20.9%
17,727 $473,000
Q2 2020

Aug 19, 2020
SELL
$19.77 - $28.54 $19,394 - $27,997
-981 Reduced 4.19%
22,411 $591,000
Q1 2020

May 15, 2020
BUY
$18.08 - $35.64 $88,013 - $173,495
4,868 Added 26.28%
23,392 $507,000
Q4 2019

Feb 14, 2020
BUY
$27.63 - $35.52 $102,424 - $131,672
3,707 Added 25.02%
18,524 $647,000
Q3 2019

Nov 15, 2019
BUY
$26.25 - $30.89 $79,511 - $93,565
3,029 Added 25.7%
14,817 $486,000
Q2 2019

Aug 19, 2019
SELL
$26.6 - $30.77 $299,675 - $346,654
-11,266 Reduced 48.87%
11,788 $327,000
Q1 2019

May 16, 2019
BUY
$24.56 - $29.82 $30,257 - $36,738
1,232 Added 5.65%
23,054 $652,000
Q4 2018

Feb 20, 2019
SELL
$22.73 - $30.43 $144,108 - $192,926
-6,340 Reduced 22.51%
21,822 $635,000
Q3 2018

Nov 21, 2018
BUY
$27.78 - $31.8 $68,727 - $78,673
2,474 Added 9.63%
28,162 $771,000
Q2 2018

Aug 16, 2018
BUY
$28.19 - $31.22 $4,284 - $4,745
152 Added 0.6%
25,688 $724,000
Q1 2018

May 16, 2018
BUY
$29.17 - $32.84 $744,885 - $838,602
25,536 New
25,536 $766,000

Others Institutions Holding BAC

# of Institutions
3,169
Shares Held
5.33B
Call Options Held
93.4M
Put Options Held
151M
View Full List

About Bank of America Corp

BAC Quotes by TradingView
  • Ticker BAC
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 8,024,450,048
  • Market Cap $328B
  • 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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