Quantitative U.S. Large Cap Value Equity Portfolio BAC Holdings History
Disciplined U.S. Value Equity Portfolio's Bank of America Corp Holding Summary
As of 2025-04-30, Disciplined U.S. Value Equity Portfolio held 613.00 shares of Bank of America Corp(BAC), totaling $24,450.00. This investment constitutes 1.24% of their stock portfolio, and Disciplined U.S. Value Equity Portfolio now holds 0% of the outstanding Bank of America Corp(BAC) stock.
The initial trade took place in 2019Q4. And since then Disciplined U.S. Value Equity Portfolio has made 3 purchases of BAC, at an average price of $29.19, for a total of 2,630.00 shares. In addition, there have been 2 sales at an average price of $29.93 for 2,017.00 shares. Based on historical transaction data and BAC's current price of $48.93, Disciplined U.S. Value Equity Portfolio's estimated gain on his BAC holdings is $13,603.33, reflecting a 17.72% gain to date.
Disciplined U.S. Value Equity Portfolio BAC ($48.93) Holding Chart
Disciplined U.S. Value Equity Portfolio BAC ($48.93) 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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