Number of Shares
316,906.00
Current Holdings Value*
$13.22 Mil
% of Portfolio
7.11%
Total Estimate Gain
$3.95 Mil
% of Total Estimate Gain
34.98%

FOGEL CAPITAL MANAGEMENT, INC.'s Bank of America Corp Holding Summary

As of 2025-03-31, FOGEL CAPITAL MANAGEMENT, INC. held 316,906.00 shares of Bank of America Corp(BAC), totaling $13.22 Mil. This investment constitutes 7.11% of their stock portfolio, and FOGEL CAPITAL MANAGEMENT, INC. now holds 0% of the outstanding Bank of America Corp(BAC) stock.

The initial trade took place in 2024Q1. And since then FOGEL CAPITAL MANAGEMENT, INC. has made 2 purchases of BAC, at an average price of $34.46, for a total of 327,347.00 shares. In addition, there have been 3 sales at an average price of $40.00 for 10,441.00 shares. Based on historical transaction data and BAC's current price of $46.73, FOGEL CAPITAL MANAGEMENT, INC.'s estimated gain on his BAC holdings is $3.95 Mil, reflecting a 34.98% gain to date.

FOGEL CAPITAL MANAGEMENT, INC. BAC ($46.73) Holding Chart

FOGEL CAPITAL MANAGEMENT, INC. BAC ($46.73) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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