A detailed history of Jacobsen Capital Management transactions in Bank Of America Corp stock. As of the latest transaction made, Jacobsen Capital Management holds 9,099 shares of BAC stock, worth $405,360. This represents 0.15% of its overall portfolio holdings.

Number of Shares
9,099
Previous 7,986 13.94%
Holding current value
$405,360
Previous $317,000 13.88%
% of portfolio
0.15%
Previous 0.14%

Shares

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

Oct 25, 2024

BUY
$36.65 - $44.13 $40,791 - $49,116
1,113 Added 13.94%
9,099 $361,000
Q2 2024

Jul 23, 2024

BUY
$34.68 - $40.02 $27,674 - $31,935
798 Added 11.1%
7,986 $317,000
Q1 2024

Apr 25, 2024

SELL
$31.73 - $37.92 $45,913 - $54,870
-1,447 Reduced 16.76%
7,188 $272,000
Q4 2023

Jan 24, 2024

BUY
$25.17 - $33.94 $16,259 - $21,925
646 Added 8.09%
8,635 $290,000
Q3 2023

Oct 25, 2023

BUY
$27.17 - $32.65 $24,643 - $29,613
907 Added 12.81%
7,989 $218,000
Q2 2023

Aug 02, 2023

SELL
$26.99 - $30.56 $96,651 - $109,435
-3,581 Reduced 33.58%
7,082 $203,000
Q1 2023

May 02, 2023

BUY
$26.97 - $36.77 $287,581 - $392,078
10,663 New
10,663 $304,000

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 $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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