Holistic Financial Partners Bank Of America Corp Transaction History

Holistic Financial Partners

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2021 Nov 12, 2021	SELL	$36.93 - $43.26 $218,440 - $255,882	-5,915 Closed	0 $0
Q2 2021 Aug 13, 2021	SELL	$38.08 - $43.27 $2,513 - $2,855	-66 Reduced 1.1%	5,915 $244,000
Q1 2021 May 11, 2021	BUY	$29.65 - $38.99 $177,336 - $233,199	5,981 New	5,981 $231,000
Q2 2018 Aug 14, 2018	SELL	$28.19 - $31.22 $119,638 - $132,497	-4,244 Closed	0 $0
Q1 2018 May 14, 2018	SELL	$29.17 - $32.84 $14,089 - $15,861	-483 Reduced 10.22%	4,244 $127,000
Q4 2017 Feb 09, 2018	BUY	$25.45 - $29.88 $120,302 - $141,242	4,727	4,727 $140,000

3,606

5.39B

85.2M

125M

Ticker BAC
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 8,024,450,048
Market Cap $360B
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...

Get notified when there are updates to the investment portfolio of Holistic Financial Partners, based on Form 13F filings with the SEC.

Stay updated on Holistic Financial Partners with notifications on news.