A detailed history of Big Sur Wealth Management LLC transactions in Bank Of America Corp stock. As of the latest transaction made, Big Sur Wealth Management LLC holds 40,850 shares of BAC stock, worth $1.81 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares
40,850
Previous 40,850 -0.0%
Holding current value
$1.81 Million
Previous $1.62 Million 0.18%
% of portfolio
0.46%
Previous 0.51%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 21, 2024

BUY
$31.73 - $37.92 $851,950 - $1.02 Million
26,850 Added 191.79%
40,850 $1.55 Million
Q4 2023

Feb 12, 2024

SELL
$25.17 - $33.94 $56,632 - $76,365
-2,250 Reduced 13.85%
14,000 $471,000
Q2 2023

Aug 14, 2023

SELL
$26.99 - $30.56 $13,495 - $15,280
-500 Reduced 2.99%
16,250 $466,000
Q3 2022

Nov 08, 2022

SELL
$18.8 - $35.27 $1,598 - $2,997
-85 Reduced 0.5%
16,750 $506,000
Q1 2022

May 05, 2022

BUY
$38.34 - $49.38 $3,258 - $4,197
85 Added 0.51%
16,835 $694,000
Q1 2021

May 06, 2021

SELL
$29.65 - $38.99 $59,300 - $77,980
-2,000 Reduced 10.67%
16,750 $648,000
Q4 2020

Jan 22, 2021

SELL
$23.47 - $30.31 $11,735 - $15,155
-500 Reduced 2.6%
18,750 $568,000
Q3 2020

Oct 30, 2020

BUY
$22.77 - $26.92 $142,312 - $168,250
6,250 Added 48.08%
19,250 $464,000
Q2 2020

Jul 31, 2020

SELL
$19.77 - $28.54 $98,850 - $142,700
-5,000 Reduced 27.78%
13,000 $309,000
Q1 2020

May 05, 2020

SELL
$18.08 - $35.64 $22,599 - $44,550
-1,250 Reduced 6.49%
18,000 $382,000
Q3 2018

Oct 23, 2018

SELL
$27.78 - $31.8 $94,452 - $108,120
-3,400 Reduced 15.01%
19,250 $567,000
Q2 2018

Aug 01, 2018

BUY
$28.19 - $31.22 $126,855 - $140,490
4,500 Added 24.79%
22,650 $639,000
Q1 2018

May 03, 2018

BUY
$29.17 - $32.84 $113,763 - $128,076
3,900 Added 27.37%
18,150 $545,000
Q2 2017

Aug 14, 2017

BUY
N/A
14,250
14,250 $356,000

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
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