New Edge Wealth, LLC Bank Of America Corp Transaction History

New Edge Wealth, LLC

  • $6.58 Billion
  • Q3 2025

A detailed history of New Edge Wealth, LLC transactions in Bank Of America Corp stock. As of the latest transaction made, New Edge Wealth, LLC holds 178,085 shares of BAC stock, worth $9.17 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
178,085
Previous 108,557 64.05%
Holding current value
$9.17 Million
Previous $5.14 Million 78.87%
% of portfolio
0.14%
Previous 0.09%

Shares

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

Nov 07, 2025
BUY
$44.92 - $52.42 $3.12 Million - $3.64 Million
69,528 Added 64.05%
178,085 $9.19 Million
Q2 2025

Aug 11, 2025
SELL
$34.39 - $47.46 $258,028 - $356,092
-7,503 Reduced 6.46%
108,557 $5.14 Million
Q1 2025

May 09, 2025
BUY
$39.61 - $47.74 $310,859 - $374,663
7,848 Added 7.25%
116,060 $4.84 Million
Q4 2024

Feb 04, 2025
BUY
$39.22 - $47.77 $457,109 - $556,759
11,655 Added 12.07%
108,212 $4.76 Million
Q3 2024

Nov 12, 2024
BUY
$36.65 - $44.13 $513,649 - $618,481
14,015 Added 16.98%
96,557 $3.83 Million
Q2 2024

Aug 01, 2024
SELL
$34.68 - $40.02 $360,741 - $416,288
-10,402 Reduced 11.19%
82,542 $3.28 Million
Q1 2024

May 06, 2024
BUY
$31.73 - $37.92 $19,101 - $22,827
602 Added 0.65%
92,944 $3.52 Million
Q4 2023

Jan 29, 2024
BUY
$25.17 - $33.94 $289,706 - $390,649
11,510 Added 14.24%
92,342 $3.11 Million
Q3 2023

Nov 08, 2023
BUY
$27.17 - $32.65 $209,290 - $251,502
7,703 Added 10.53%
80,832 $2.21 Million
Q2 2023

Aug 09, 2023
SELL
$26.99 - $30.56 $80,214 - $90,824
-2,972 Reduced 3.91%
73,129 $2.1 Million
Q1 2023

May 08, 2023
BUY
$26.97 - $36.77 $342,492 - $466,942
12,699 Added 20.03%
76,101 $2.18 Million
Q4 2022

Feb 14, 2023
SELL
$29.77 - $38.41 $1.13 Million - $1.46 Million
-38,048 Reduced 37.5%
63,402 $2.1 Million
Q3 2022

Nov 14, 2022
BUY
$18.8 - $35.27 $484,513 - $908,978
25,772 Added 34.05%
101,450 $3.06 Million
Q2 2022

Aug 09, 2022
BUY
$31.13 - $40.9 $1.84 Million - $2.42 Million
59,181 Added 358.74%
75,678 $2.36 Million
Q1 2022

May 10, 2022
BUY
$38.34 - $49.38 $50,532 - $65,082
1,318 Added 8.68%
16,497 $680,000
Q4 2021

Jan 31, 2022
SELL
$43.08 - $48.37 $344 - $386
-8 Reduced 0.05%
15,179 $675,000
Q3 2021

Nov 12, 2021
BUY
$36.93 - $43.26 $19,868 - $23,273
538 Added 3.67%
15,187 $645,000
Q2 2021

Aug 11, 2021
BUY
$38.08 - $43.27 $268,349 - $304,923
7,047 Added 92.7%
14,649 $604,000
Q1 2021

May 13, 2021
BUY
$29.65 - $38.99 $225,399 - $296,401
7,602 New
7,602 $294,000

Others Institutions Holding BAC

# of Institutions
3,880
Shares Held
5.26B
Call Options Held
78.9M
Put Options Held
110M
View Full List

About Bank of America Corp

BAC Quotes by TradingView
  • 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
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