Number of Shares
553,916.00
Current Holdings Value*
$23.11 Mil
% of Portfolio
2.5%
Total Estimate Gain
$26.87 Mil
% of Total Estimate Gain
82.18%

CapWealth Advisors, LLC's Bank of America Corp Holding Summary

As of 2025-03-31, CapWealth Advisors, LLC held 553,916.00 shares of Bank of America Corp(BAC), totaling $23.11 Mil. This investment constitutes 2.5% of their stock portfolio, and CapWealth Advisors, LLC now holds 0.01% of the outstanding Bank of America Corp(BAC) stock.

The initial trade took place in 2014Q1. And since then CapWealth Advisors, LLC has made 9 purchases of BAC, at an average price of $19.74, for a total of 1.66 Mil shares. In addition, there have been 27 sales at an average price of $30.25 for 1.10 Mil shares. Based on historical transaction data and BAC's current price of $47.32, CapWealth Advisors, LLC's estimated gain on his BAC holdings is $26.87 Mil, reflecting a 82.18% gain to date.

CapWealth Advisors, LLC BAC ($47.32) Holding Chart

CapWealth Advisors, LLC 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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