SUMMIT FINANCIAL WEALTH ADVISORS, LLC – Bank of America Corporation Transaction History
SUMMIT FINANCIAL WEALTH ADVISORS, LLC portfolio value:
$512,000
portfolio value
SUMMIT FINANCIAL WEALTH ADVISORS, LLC quarter portfolio value change:
-2.99%
quarter
Bank of America Corporation 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | 31K | $30.2 | 14.26K | |
| Q2 2022 | share | 0.00% | 0 shares | -107K | $31.13 | 14.26K | |
| Q1 2022 | share | Increase | +0.70% | 99 shares | -92K | $41.22 | 14.26K |
| Q4 2021 | share | Decrease | -3.41% | -500 shares | 57K | $44.53 | 14.16K |
| Q3 2021 | share | Increase | +11.39% | 1.5K shares | 80K | $42.25 | 14.66K |
| Q2 2021 | share | 0.00% | 0 shares | 144K | $40.83 | 13.16K | |
| Q1 2021 | share | Decrease | -12.90% | -1.95K shares | 35K | $38.15 | 13.16K |
| Q4 2020 | share | Decrease | -30.84% | -6.74K shares | -162K | $29.74 | 15.11K |
| Q3 2020 | share | Increase | +0.69% | 150 shares | 25K | $23.49 | 21.85K |
| Q2 2020 | share | Decrease | -11.94% | -2.94K shares | -26K | $23 | 21.70K |
| Q1 2020 | share | Increase | +5.81% | 1.35K shares | -238K | $20.42 | 24.64K |
| Q4 2019 | share | Decrease | -3.05% | -732 shares | 70K | $33.66 | 23.29K |
| Q3 2019 | share | 0.00% | 0 shares | -2K | $27.72 | 24.02K | |
| Q2 2019 | share | Decrease | -0.25% | -61 shares | 2K | $27.39 | 24.02K |
| Q1 2019 | share | Decrease | -2.41% | -595 shares | 87K | $25.92 | 24.08K |
| Q4 2018 | share | Increase | +51.58% | 8.39K shares | 154K | $23.03 | 24.68K |
| Q3 2018 | share | Decrease | -16.19% | -3.14K shares | -129K | $27.37 | 16.28K |
| Q2 2018 | share | 0.00% | 0 shares | 0 | $26.07 | 19.43K | |
| Q1 2018 | share | Increase | +1.89% | 360 shares | 20K | $27.62 | 19.43K |
| Q4 2017 | share | Increase | +3.97% | 728 shares | 98K | $27.08 | 19.07K |
| Q3 2017 | share | Decrease | -3.00% | -568 shares | 6K | $23.15 | 18.34K |
| Q2 2017 | share | Decrease | -3.38% | -662 shares | -3K | $22.05 | 18.91K |
| Q1 2017 | share | Increase | +2.30% | 440 shares | 39K | $21.37 | 19.57K |
| Q4 2016 | share | Decrease | -3.51% | -695 shares | 113K | $19.96 | 19.13K |
| Q3 2016 | share | Decrease | -6.70% | -1.42K shares | 28K | $14.09 | 19.82K |
| Q2 2016 | share | Decrease | -33.02% | -10.47K shares | -147K | $11.89 | 21.25K |
| Q1 2016 | share | Increase | +6.82% | 2.02K shares | -71K | $12.07 | 31.72K |