Number of Shares
25,439.00
Current Holdings Value*
$1.20 Mil
% of Portfolio
0.99%
Total Estimate Gain
$122,630.75
% of Total Estimate Gain
11.34%

Palacios Wealth Management, LLC's Bank of America Corp Holding Summary

As of 2025-06-30, Palacios Wealth Management, LLC held 25,439.00 shares of Bank of America Corp(BAC), totaling $1.20 Mil. This investment constitutes 0.99% of their stock portfolio, and Palacios Wealth Management, LLC now holds 0% of the outstanding Bank of America Corp(BAC) stock.

The initial trade took place in 2024Q4. And since then Palacios Wealth Management, LLC has made 1 purchases of BAC, at an average price of $42.50, for a total of 25,439.00 shares. Based on historical transaction data and BAC's current price of $47.32, Palacios Wealth Management, LLC's estimated gain on his BAC holdings is $122,630.75, reflecting a 11.34% gain to date.

Palacios Wealth Management, LLC BAC ($47.32) Holding Chart

Palacios Wealth Management, 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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