Number of Shares
566,669.00
Current Holdings Value*
$12.51 Mil
% of Portfolio
5.12%
Total Estimate Gain
$1.06 Mil
% of Total Estimate Gain
3.18%

Atlas Wealth LLC's Bank of America Corp Holding Summary

As of 2025-03-31, Atlas Wealth LLC held 566,669.00 shares of Bank of America Corp(BMLpH.PFD), totaling $12.51 Mil. This investment constitutes 5.12% of their stock portfolio, and Atlas Wealth LLC now holds -% of the outstanding Bank of America Corp(BMLpH.PFD) stock.

The initial trade took place in 2023Q1. And since then Atlas Wealth LLC has made 2 purchases of BMLpH.PFD, at an average price of $21.07, for a total of 1.59 Mil shares. In addition, there have been 6 sales at an average price of $22.46 for 1.02 Mil shares. Based on historical transaction data and BMLpH.PFD's current price of $20.44, Atlas Wealth LLC's estimated gain on his BMLpH.PFD holdings is $1.06 Mil, reflecting a 3.18% gain to date.

Atlas Wealth LLC BMLpH.PFD ($20.44) Holding Chart

Atlas Wealth LLC BMLpH.PFD ($20.44) 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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