A detailed history of Caliber Wealth Management, LLC / Ks transactions in Bank Of America Corp stock. As of the latest transaction made, Caliber Wealth Management, LLC / Ks holds 14,898 shares of BAC stock, worth $766,949. This represents 0.09% of its overall portfolio holdings.

Number of Shares
14,898
Previous 17,685 15.76%
Holding current value
$766,949
Previous $837 Million 8.16%
% of portfolio
0.09%
Previous 0.09%

Shares

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

Nov 05, 2025

SELL
$44.92 - $52.42 $125,192 - $146,094
-2,787 Reduced 15.76%
14,898 $769 Million
Q2 2025

Jul 30, 2025

BUY
$34.39 - $47.46 $58,463 - $80,682
1,700 Added 10.63%
17,685 $837 Million
Q1 2025

May 06, 2025

BUY
$39.61 - $47.74 $633,165 - $763,123
15,985 New
15,985 $667 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
Track This Portfolio

Track Caliber Wealth Management, LLC / Ks Portfolio

Follow Caliber Wealth Management, LLC / Ks 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 Caliber Wealth Management, LLC / Ks, based on Form 13F filings with the SEC.

News

Stay updated on Caliber Wealth Management, LLC / Ks with notifications on news.