Curi Wealth Management, LLC Bank Of America Corp Transaction History

Curi Wealth Management, LLC

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 08, 2024	SELL	$25.17 - $33.94 $26,831 - $36,180	-1,066 Reduced 5.46%	18,473 $621,000
Q3 2023 Nov 06, 2023	SELL	$27.17 - $32.65 $176,686 - $212,322	-6,503 Reduced 24.97%	19,539 $534,000
Q2 2023 Jul 31, 2023	SELL	$26.99 - $30.56 $17,057 - $19,313	-632 Reduced 2.37%	26,042 $747,000
Q1 2023 May 03, 2023	SELL	$26.97 - $36.77 $31,204 - $42,542	-1,157 Reduced 4.16%	26,674 $762,000
Q4 2022 Feb 03, 2023	BUY	$29.77 - $38.41 $114,048 - $147,148	3,831 Added 15.96%	27,831 $921,000
Q3 2022 Nov 08, 2022	BUY	$18.8 - $35.27 $276,172 - $518,116	14,690 Added 157.79%	24,000 $725,000
Q2 2022 Aug 08, 2022	BUY	$31.13 - $40.9 $49,808 - $65,440	1,600 Added 20.75%	9,310 $290,000
Q1 2022 May 06, 2022	SELL	$38.34 - $49.38 $1.41 Million - $1.81 Million	-36,713 Reduced 82.64%	7,710 $317,000
Q4 2021 Feb 09, 2022	BUY	$43.08 - $48.37 $1.91 Million - $2.15 Million	44,423 New	44,423 $1.98 Million
Q1 2021 Apr 29, 2021	SELL	$29.65 - $38.99 $88,238 - $116,034	-2,976 Closed	0 $0
Q4 2020 Mar 19, 2021	BUY	$23.47 - $30.31 $69,846 - $90,202	2,976 New	2,976 $90,000

3,304

5.21B

85.8M

100M

Ticker BAC
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 8,024,450,048
Market Cap $353B
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...

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