Wealthsource Partners, LLC Bank Of America Corp Transaction History

Wealthsource Partners, LLC

  • $1.52 Billion
  • Q4 2023

A detailed history of Wealthsource Partners, LLC transactions in Bank Of America Corp stock. As of the latest transaction made, Wealthsource Partners, LLC holds 41,701 shares of BAC stock, worth $1.88 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
41,701
Previous 44,916 7.16%
Holding current value
$1.88 Million
Previous $1.23 Million 14.24%
% of portfolio
0.09%
Previous 0.08%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 12, 2024
SELL
$25.17 - $33.94 $80,921 - $109,117
-3,215 Reduced 7.16%
41,701 $1.4 Million
Q3 2023

Nov 09, 2023
SELL
$27.17 - $32.65 $30,294 - $36,404
-1,115 Reduced 2.42%
44,916 $1.23 Million
Q2 2023

Aug 14, 2023
BUY
$26.99 - $30.56 $119,376 - $135,166
4,423 Added 10.63%
46,031 $1.32 Million
Q1 2023

May 15, 2023
SELL
$26.97 - $36.77 $350 - $478
-13 Reduced 0.03%
41,608 $1.19 Million
Q4 2022

Feb 09, 2023
SELL
$29.77 - $38.41 $57,545 - $74,246
-1,933 Reduced 4.44%
41,621 $1.38 Million
Q3 2022

Nov 14, 2022
SELL
$18.8 - $35.27 $191,609 - $359,471
-10,192 Reduced 18.96%
43,554 $1.32 Million
Q2 2022

Aug 10, 2022
BUY
$31.13 - $40.9 $227,498 - $298,897
7,308 Added 15.74%
53,746 $1.67 Million
Q1 2022

May 09, 2022
BUY
$38.34 - $49.38 $103,441 - $133,227
2,698 Added 6.17%
46,438 $1.91 Million
Q4 2021

Feb 14, 2022
SELL
$43.08 - $48.37 $21,712 - $24,378
-504 Reduced 1.14%
43,740 $1.95 Million
Q3 2021

Nov 18, 2021
BUY
$36.93 - $43.26 $72,973 - $85,481
1,976 Added 4.67%
44,244 $1.88 Million
Q2 2021

Nov 18, 2021
BUY
$38.08 - $43.27 $98,056 - $111,420
2,575 Added 6.49%
42,268 $1.74 Million
Q1 2021

Jun 21, 2021
BUY
$29.65 - $38.99 $8,924 - $11,735
301 Added 0.76%
39,693 $1.54 Million
Q4 2020

Feb 12, 2021
SELL
$23.47 - $30.31 $5,421 - $7,001
-231 Reduced 0.58%
39,392 $1.19 Million
Q3 2020

Nov 16, 2020
SELL
$22.77 - $26.92 $7,855 - $9,287
-345 Reduced 0.86%
39,623 $954,000
Q2 2020

Aug 17, 2020
BUY
$19.77 - $28.54 $15,934 - $23,003
806 Added 2.06%
39,968 $949,000
Q1 2020

May 12, 2020
BUY
$18.08 - $35.64 $91,683 - $180,730
5,071 Added 14.87%
39,162 $831,000
Q4 2019

Feb 12, 2020
SELL
$27.63 - $35.52 $229,356 - $294,851
-8,301 Reduced 19.58%
34,091 $1.2 Million
Q3 2019

Nov 15, 2019
BUY
$26.25 - $30.89 $240,975 - $283,570
9,180 Added 27.64%
42,392 $1.24 Million
Q2 2019

Aug 09, 2019
BUY
$26.6 - $30.77 $636,990 - $736,849
23,947 Added 258.47%
33,212 $963,000
Q1 2019

May 16, 2019
SELL
$24.56 - $29.82 $280,843 - $340,991
-11,435 Reduced 55.24%
9,265 $256,000
Q4 2018

Feb 06, 2019
BUY
$22.73 - $30.43 $219,867 - $294,349
9,673 Added 87.72%
20,700 $510,000
Q3 2018

Nov 13, 2018
SELL
$27.78 - $31.8 $18,723 - $21,433
-674 Reduced 5.76%
11,027 $325,000
Q2 2018

Aug 14, 2018
SELL
$28.19 - $31.22 $49,980 - $55,353
-1,773 Reduced 13.16%
11,701 $330,000
Q1 2018

Apr 16, 2018
SELL
$29.17 - $32.84 $123,914 - $139,504
-4,248 Reduced 23.97%
13,474 $404,000
Q1 2018

Apr 16, 2018
BUY
$29.17 - $32.84 $83,980 - $94,546
2,879 Added 19.4%
17,722 $418,000
Q4 2017

Feb 16, 2018
SELL
$25.45 - $29.88 $65,431 - $76,821
-2,571 Reduced 14.76%
14,843 $438,000
Q3 2017

Nov 20, 2017
SELL
$22.89 - $25.45 $6,683 - $7,431
-292 Reduced 1.65%
17,414 $441,000
Q2 2017

Aug 16, 2017
BUY
N/A
17,706
17,706 $430,000

Others Institutions Holding BAC

# of Institutions
3,304
Shares Held
5.21B
Call Options Held
85.8M
Put Options Held
100M
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 $362B
  • 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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