Number of Shares
77,485.00
Current Holdings Value*
$3.67 Mil
% of Portfolio
2.9%
Total Estimate Gain
$1.42 Mil
% of Total Estimate Gain
55.21%

Processus Wealth & Capital Management, LLC's Bank of America Corp Holding Summary

As of 2025-06-30, Processus Wealth & Capital Management, LLC held 77,485.00 shares of Bank of America Corp(BAC), totaling $3.67 Mil. This investment constitutes 2.9% of their stock portfolio, and Processus Wealth & Capital Management, LLC now holds 0% of the outstanding Bank of America Corp(BAC) stock.

The initial trade took place in 2023Q4. And since then Processus Wealth & Capital Management, LLC has made 5 purchases of BAC, at an average price of $30.04, for a total of 85,747.00 shares. In addition, there have been 1 sales at an average price of $40.08 for 8,262.00 shares. Based on historical transaction data and BAC's current price of $47.32, Processus Wealth & Capital Management, LLC's estimated gain on his BAC holdings is $1.42 Mil, reflecting a 55.21% gain to date.

Processus Wealth & Capital Management, LLC BAC ($47.32) Holding Chart

Processus Wealth & Capital 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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