A detailed history of Whelan Financial transactions in Bank Of America Corp stock. As of the latest transaction made, Whelan Financial holds 11,387 shares of BAC stock, worth $505,355. This represents 0.18% of its overall portfolio holdings.

Number of Shares
11,387
Previous 4,639 145.46%
Holding current value
$505,355
Previous $203,000 133.99%
% of portfolio
0.18%
Previous 0.08%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 29, 2025

BUY
$39.61 - $47.74 $267,288 - $322,149
6,748 Added 145.46%
11,387 $475,000
Q4 2024

Feb 13, 2025

BUY
$39.22 - $47.77 $181,941 - $221,605
4,639 New
4,639 $203,000

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 $356B
  • 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 Whelan Financial Portfolio

Follow Whelan Financial 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 Whelan Financial, based on Form 13F filings with the SEC.

News

Stay updated on Whelan Financial with notifications on news.