A detailed history of Beta Wealth Group, Inc. transactions in Bank Of America Corp stock. As of the latest transaction made, Beta Wealth Group, Inc. holds 10,115 shares of BAC stock, worth $450,623. This represents 0.2% of its overall portfolio holdings.

Number of Shares
10,115
Previous 7,010 44.29%
Holding current value
$450,623
Previous $278,000 44.24%
% of portfolio
0.2%
Previous 0.14%

Shares

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

Nov 01, 2024

BUY
$36.65 - $44.13 $113,798 - $137,023
3,105 Added 44.29%
10,115 $401,000
Q2 2024

Aug 12, 2024

SELL
$34.68 - $40.02 $118,293 - $136,508
-3,411 Reduced 32.73%
7,010 $278,000
Q1 2024

May 14, 2024

BUY
$31.73 - $37.92 $158 - $189
5 Added 0.05%
10,421 $395,000
Q4 2023

Feb 09, 2024

SELL
$25.17 - $33.94 $2,315 - $3,122
-92 Reduced 0.88%
10,416 $350,000
Q3 2023

Nov 13, 2023

BUY
$27.17 - $32.65 $16,519 - $19,851
608 Added 6.14%
10,508 $287,000
Q2 2023

Aug 11, 2023

BUY
$26.99 - $30.56 $45,883 - $51,952
1,700 Added 20.73%
9,900 $284,000
Q1 2023

May 09, 2023

BUY
$26.97 - $36.77 $26,970 - $36,770
1,000 Added 13.89%
8,200 $234,000
Q4 2022

Feb 10, 2023

BUY
$29.77 - $38.41 $5,954 - $7,681
200 Added 2.86%
7,200 $238,000
Q2 2022

Aug 05, 2022

BUY
$31.13 - $40.9 $6,226 - $8,180
200 Added 2.94%
7,000 $218,000
Q1 2022

May 12, 2022

BUY
$38.34 - $49.38 $260,712 - $335,784
6,800 New
6,800 $251,000
Q3 2021

Nov 12, 2021

SELL
$36.93 - $43.26 $180,957 - $211,974
-4,900 Closed
0 $0
Q2 2021

Aug 16, 2021

BUY
$38.08 - $43.27 $186,592 - $212,023
4,900 New
4,900 $202,000

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 $357B
  • 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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