A detailed history of Phillips Wealth Planners LLC transactions in Bank Of America Corp stock. As of the latest transaction made, Phillips Wealth Planners LLC holds 8,226 shares of BAC stock, worth $423,474. This represents 0.34% of its overall portfolio holdings.

Number of Shares
8,226
Previous 12,268 32.95%
Holding current value
$423,474
Previous $578 Million 28.34%
% of portfolio
0.34%
Previous 0.52%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025

SELL
$44.92 - $52.42 $181,566 - $211,881
-4,042 Reduced 32.95%
8,226 $415 Million
Q2 2025

Jul 11, 2025

BUY
$34.39 - $47.46 $421,896 - $582,239
12,268 New
12,268 $578 Million

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 $413B
  • 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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