A detailed history of Wescott Financial Advisory Group, LLC transactions in Bank Of America Corp stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 15,000 shares of BAC stock, worth $700,800. This represents 0.07% of its overall portfolio holdings.

Number of Shares
15,000
Previous 14,851 1.0%
Holding current value
$700,800
Previous $590,000 0.85%
% of portfolio
0.07%
Previous 0.08%

Shares

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

Nov 12, 2024

BUY
$36.65 - $44.13 $5,460 - $6,575
149 Added 1.0%
15,000 $595,000
Q2 2024

Aug 14, 2024

BUY
$34.68 - $40.02 $10,785 - $12,446
311 Added 2.14%
14,851 $590,000
Q1 2024

May 13, 2024

SELL
$31.73 - $37.92 $1,998 - $2,388
-63 Reduced 0.43%
14,540 $551,000
Q4 2023

Feb 13, 2024

BUY
$25.17 - $33.94 $1,585 - $2,138
63 Added 0.43%
14,603 $491,000
Q3 2023

Nov 09, 2023

SELL
$27.17 - $32.65 $32,604 - $39,180
-1,200 Reduced 7.62%
14,540 $398,000
Q2 2023

Aug 11, 2023

BUY
$26.99 - $30.56 $5,937 - $6,723
220 Added 1.42%
15,740 $451,000
Q1 2023

May 10, 2023

BUY
$26.97 - $36.77 $21,764 - $29,673
807 Added 5.48%
15,520 $443,000
Q4 2022

Feb 06, 2023

SELL
$29.77 - $38.41 $8,216 - $10,601
-276 Reduced 1.84%
14,713 $487,000
Q3 2022

Nov 14, 2022

SELL
$18.8 - $35.27 $1,353 - $2,539
-72 Reduced 0.48%
14,989 $453,000
Q2 2022

Jul 28, 2022

SELL
$31.13 - $40.9 $4,544 - $5,971
-146 Reduced 0.96%
15,061 $469,000
Q1 2022

May 16, 2022

BUY
$38.34 - $49.38 $9,508 - $12,246
248 Added 1.66%
15,207 $627,000
Q4 2021

Jan 31, 2022

SELL
$43.08 - $48.37 $26,408 - $29,650
-613 Reduced 3.94%
14,959 $666,000
Q3 2021

Oct 29, 2021

BUY
$36.93 - $43.26 $13,110 - $15,357
355 Added 2.33%
15,572 $661,000
Q2 2021

Aug 10, 2021

SELL
$38.08 - $43.27 $2,322 - $2,639
-61 Reduced 0.4%
15,217 $580,000
Q1 2021

Jun 25, 2021

BUY
$29.65 - $38.99 $3,320 - $4,366
112 Added 0.74%
15,278 $591,000
Q4 2020

Jun 25, 2021

BUY
$23.47 - $30.31 $355,946 - $459,681
15,166 New
15,166 $460,000

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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