A detailed history of Congress Wealth Management LLC transactions in Bank Of America Corp stock. As of the latest transaction made, Congress Wealth Management LLC holds 131,776 shares of BAC stock, worth $5.87 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
131,776
Previous 96,107 37.11%
Holding current value
$5.87 Million
Previous $3.82 Million 36.84%
% of portfolio
0.07%
Previous 0.06%

Shares

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

Nov 12, 2024

BUY
$36.65 - $44.13 $1.31 Million - $1.57 Million
35,669 Added 37.11%
131,776 $5.23 Million
Q2 2024

Aug 13, 2024

SELL
$34.68 - $40.02 $1.8 Million - $2.08 Million
-52,032 Reduced 35.12%
96,107 $3.82 Million
Q1 2024

Apr 18, 2024

SELL
$31.73 - $37.92 $849,792 - $1.02 Million
-26,782 Reduced 15.31%
148,139 $5.62 Million
Q4 2023

Feb 09, 2024

BUY
$25.17 - $33.94 $362,750 - $489,143
14,412 Added 8.98%
174,921 $5.89 Million
Q3 2023

Oct 30, 2023

SELL
$27.17 - $32.65 $27,360 - $32,878
-1,007 Reduced 0.62%
160,509 $4.39 Million
Q2 2023

Jul 13, 2023

BUY
$26.99 - $30.56 $95,544 - $108,182
3,540 Added 2.24%
161,516 $4.63 Million
Q1 2023

Apr 14, 2023

BUY
$26.97 - $36.77 $577,373 - $787,172
21,408 Added 15.68%
157,976 $4.52 Million
Q4 2022

Feb 02, 2023

SELL
$29.77 - $38.41 $7.17 Million - $9.25 Million
-240,930 Reduced 63.82%
136,568 $4.52 Million
Q3 2022

Nov 08, 2022

BUY
$18.8 - $35.27 $128,516 - $241,105
6,836 Added 1.84%
377,498 $11.4 Million
Q2 2022

Aug 11, 2022

BUY
$31.13 - $40.9 $291,874 - $383,478
9,376 Added 2.6%
370,662 $11.5 Million
Q1 2022

May 16, 2022

SELL
$38.34 - $49.38 $526,254 - $677,789
-13,726 Reduced 3.66%
361,286 $14.9 Million
Q4 2021

Feb 04, 2022

BUY
$43.08 - $48.37 $16.2 Million - $18.1 Million
375,012 New
375,012 $16.7 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 $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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