Number of Shares
23,328.00
Current Holdings Value*
$970,000.00
% of Portfolio
0.79%
Total Estimate Gain
$393,088.83
% of Total Estimate Gain
30.23%

MOSAIC FINANCIAL GROUP, LLC's Bank of America Corp Holding Summary

As of 2025-03-31, MOSAIC FINANCIAL GROUP, LLC held 23,328.00 shares of Bank of America Corp(BAC), totaling $970,000.00. This investment constitutes 0.79% of their stock portfolio, and MOSAIC FINANCIAL GROUP, LLC now holds 0% of the outstanding Bank of America Corp(BAC) stock.

The initial trade took place in 2024Q1. And since then MOSAIC FINANCIAL GROUP, LLC has made 2 purchases of BAC, at an average price of $35.56, for a total of 36,573.00 shares. In addition, there have been 2 sales at an average price of $44.52 for 13,245.00 shares. Based on historical transaction data and BAC's current price of $47.32, MOSAIC FINANCIAL GROUP, LLC's estimated gain on his BAC holdings is $393,088.83, reflecting a 30.23% gain to date.

MOSAIC FINANCIAL GROUP, LLC BAC ($47.32) Holding Chart

MOSAIC FINANCIAL GROUP, 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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