A detailed history of Willow Creek Wealth Management Inc. transactions in Bank Of America Corp stock. As of the latest transaction made, Willow Creek Wealth Management Inc. holds 8,124 shares of BAC stock, worth $318,704. This represents 0.03% of its overall portfolio holdings.

Number of Shares
8,124
Holding current value
$318,704
% of portfolio
0.03%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Apr 01, 2024

BUY
$25.17 - $33.94 $204,481 - $275,728
8,124 New
8,124 $273,000
Q2 2023

Aug 28, 2023

BUY
$26.99 - $30.56 $189,793 - $214,897
7,032 New
7,032 $201,000
Q4 2022

Mar 01, 2023

BUY
$29.77 - $38.41 $7,204 - $9,295
242 Added 3.48%
7,189 $238,000
Q2 2021

Nov 16, 2021

BUY
$38.08 - $43.27 $14,889 - $16,918
391 Added 5.96%
6,947 $286,000
Q1 2021

May 17, 2021

BUY
$29.65 - $38.99 $194,385 - $255,618
6,556 New
6,556 $254,000
Q1 2020

May 07, 2020

SELL
$18.08 - $35.64 $123,920 - $244,276
-6,854 Closed
0 $0
Q4 2019

Feb 03, 2020

SELL
$27.63 - $35.52 $7,487 - $9,625
-271 Reduced 3.8%
6,854 $241,000
Q3 2019

Oct 15, 2019

BUY
$26.25 - $30.89 $1,312 - $1,544
50 Added 0.71%
7,125 $208,000
Q2 2019

Jul 22, 2019

BUY
$26.6 - $30.77 $188,195 - $217,697
7,075 New
7,075 $205,000
Q4 2018

Jan 31, 2019

SELL
$22.73 - $30.43 $160,701 - $215,140
-7,070 Closed
0 $0
Q3 2018

Oct 16, 2018

SELL
$27.78 - $31.8 $22,946 - $26,266
-826 Reduced 10.46%
7,070 $208,000
Q2 2018

Jul 17, 2018

BUY
$28.19 - $31.22 $3,946 - $4,370
140 Added 1.81%
7,896 $223,000
Q1 2018

Apr 26, 2018

BUY
$29.17 - $32.84 $226,242 - $254,707
7,756 New
7,756 $233,000

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 $315B
  • 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 Willow Creek Wealth Management Inc. Portfolio

Follow Willow Creek Wealth Management Inc. 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 Willow Creek Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Willow Creek Wealth Management Inc. with notifications on news.