A detailed history of Wellspring Financial Advisors, LLC transactions in Bank Of America Corp stock. As of the latest transaction made, Wellspring Financial Advisors, LLC holds 16,828 shares of BAC stock, worth $786,709. This represents 0.08% of its overall portfolio holdings.

Number of Shares
16,828
Previous 10,576 59.11%
Holding current value
$786,709
Previous $421 Million 58.76%
% of portfolio
0.08%
Previous 0.06%

Shares

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

Nov 13, 2024

BUY
$36.65 - $44.13 $229,135 - $275,900
6,252 Added 59.11%
16,828 $668 Million
Q2 2024

Aug 12, 2024

BUY
$34.68 - $40.02 $26,044 - $30,055
751 Added 7.64%
10,576 $421 Million
Q1 2024

May 01, 2024

BUY
$31.73 - $37.92 $28,461 - $34,014
897 Added 10.05%
9,825 $373 Million
Q4 2023

Feb 13, 2024

SELL
$25.17 - $33.94 $3,699 - $4,989
-147 Reduced 1.62%
8,928 $301 Million
Q3 2023

Nov 14, 2023

BUY
$27.17 - $32.65 $246,567 - $296,298
9,075 New
9,075 $248 Million
Q1 2023

May 12, 2023

BUY
$26.97 - $36.77 $464,450 - $633,216
17,221 Added 273.35%
23,521 $673 Million
Q4 2022

Feb 13, 2023

BUY
$29.77 - $38.41 $187,551 - $241,982
6,300 New
6,300 $208,000
Q2 2022

Aug 12, 2022

SELL
$31.13 - $40.9 $100,892 - $132,556
-3,241 Closed
0 $0
Q1 2022

May 10, 2022

BUY
$38.34 - $49.38 $124,259 - $160,040
3,241 New
3,241 $134,000

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 $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
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