Number of Shares
13,735.00
Current Holdings Value*
$649,940.00
% of Portfolio
0.26%
Total Estimate Gain
$-69,751.85
% of Total Estimate Gain
-4.17%

Buttonwood Financial Advisors Inc.'s Bank of America Corp Holding Summary

As of 2025-06-30, Buttonwood Financial Advisors Inc. held 13,735.00 shares of Bank of America Corp(BAC), totaling $649,940.00. This investment constitutes 0.26% of their stock portfolio, and Buttonwood Financial Advisors Inc. now holds 0% of the outstanding Bank of America Corp(BAC) stock.

The initial trade took place in 2021Q4. And since then Buttonwood Financial Advisors Inc. has made 1 purchases of BAC, at an average price of $45.61, for a total of 36,634.00 shares. In addition, there have been 13 sales at an average price of $41.54 for 22,899.00 shares. Based on historical transaction data and BAC's current price of $47.32, Buttonwood Financial Advisors Inc.'s estimated gain on his BAC holdings is $-69,751.85, reflecting a -4.17% gain to date.

Buttonwood Financial Advisors Inc. BAC ($47.32) Holding Chart

Buttonwood Financial Advisors Inc. BAC ($47.32) 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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