Number of Shares
81,743.00
Current Holdings Value*
$3.41 Mil
% of Portfolio
2.03%
Total Estimate Gain
$1.29 Mil
% of Total Estimate Gain
19.26%

Dividend Growth Portfolio's Bank of America Corp Holding Summary

As of 2025-03-31, Dividend Growth Portfolio held 81,743.00 shares of Bank of America Corp(BAC), totaling $3.41 Mil. This investment constitutes 2.03% of their stock portfolio, and Dividend Growth Portfolio now holds 0% of the outstanding Bank of America Corp(BAC) stock.

The initial trade took place in 2022Q2. And since then Dividend Growth Portfolio has made 6 purchases of BAC, at an average price of $34.72, for a total of 192,620.00 shares. In addition, there have been 6 sales at an average price of $36.96 for 110,877.00 shares. Based on historical transaction data and BAC's current price of $47.46, Dividend Growth Portfolio's estimated gain on his BAC holdings is $1.29 Mil, reflecting a 19.26% gain to date.

Dividend Growth Portfolio BAC ($47.46) Holding Chart

Dividend Growth Portfolio BAC ($47.46) 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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