Number of Shares
125,646.00
Current Holdings Value*
$5.24 Mil
% of Portfolio
3.92%
Total Estimate Gain
$2.24 Mil
% of Total Estimate Gain
53.25%

PATRICK M SWEENEY & ASSOCIATES, INC's Bank of America Corp Holding Summary

As of 2025-03-31, PATRICK M SWEENEY & ASSOCIATES, INC held 125,646.00 shares of Bank of America Corp(BAC), totaling $5.24 Mil. This investment constitutes 3.92% of their stock portfolio, and PATRICK M SWEENEY & ASSOCIATES, INC now holds 0% of the outstanding Bank of America Corp(BAC) stock.

The initial trade took place in 2023Q4. And since then PATRICK M SWEENEY & ASSOCIATES, INC has made 3 purchases of BAC, at an average price of $30.29, for a total of 139,174.00 shares. In addition, there have been 2 sales at an average price of $43.47 for 13,528.00 shares. Based on historical transaction data and BAC's current price of $46.73, PATRICK M SWEENEY & ASSOCIATES, INC's estimated gain on his BAC holdings is $2.24 Mil, reflecting a 53.25% gain to date.

PATRICK M SWEENEY & ASSOCIATES, INC BAC ($46.73) Holding Chart

PATRICK M SWEENEY & ASSOCIATES, INC BAC ($46.73) 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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