Phillips Wealth Planners LLC BAC Holdings History
Phillips Wealth Planners LLC's Bank of America Corp Holding Summary
As of 2025-06-30, Phillips Wealth Planners LLC held 12,268.00 shares of Bank of America Corp(BAC), totaling $578,440.00. This investment constitutes 0.52% of their stock portfolio, and Phillips Wealth Planners LLC now holds 0% of the outstanding Bank of America Corp(BAC) stock.
The initial trade took place in 2025Q2. And since then Phillips Wealth Planners LLC has made 1 purchases of BAC, at an average price of $42.07, for a total of 12,268.00 shares. Based on historical transaction data and BAC's current price of $48.14, Phillips Wealth Planners LLC's estimated gain on his BAC holdings is $74,466.76, reflecting a 14.43% gain to date.
Phillips Wealth Planners LLC BAC ($48.14) Holding Chart
Phillips Wealth Planners LLC BAC ($48.14) 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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