A detailed history of Triad Wealth Partners, LLC transactions in Bank Of America Corp stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 12,754 shares of BAC stock, worth $656,575. This represents 0.08% of its overall portfolio holdings.

Number of Shares
12,754
Previous 11,669 9.3%
Holding current value
$656,575
Previous $552 Million 19.16%
% of portfolio
0.08%
Previous 0.11%

Shares

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

Oct 30, 2025

BUY
$44.92 - $52.42 $48,738 - $56,875
1,085 Added 9.3%
12,754 $658 Million
Q2 2025

Jul 21, 2025

SELL
$34.39 - $47.46 $676,485 - $933,585
-19,671 Reduced 62.77%
11,669 $552 Million
Q1 2025

May 14, 2025

BUY
$39.61 - $47.74 $821,075 - $989,602
20,729 Added 195.35%
31,340 $1.31 Billion
Q4 2024

Feb 06, 2025

BUY
$39.22 - $47.77 $416,163 - $506,887
10,611 New
10,611 $466 Million
Q2 2024

Jul 18, 2024

BUY
$34.68 - $40.02 $17,582 - $20,290
507 Added 8.55%
6,436 $256 Million
Q1 2024

Apr 23, 2024

BUY
$31.73 - $37.92 $188,127 - $224,827
5,929 New
5,929 $225 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 $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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