U.S. Capital Wealth Advisors, LLC BAC Holdings History
U.S. Capital Wealth Advisors, LLC's Bank of America Corp Holding Summary
As of 2025-03-31, U.S. Capital Wealth Advisors, LLC held 621,800.00 shares of Bank of America Corp(BAC), totaling $25.95 Mil. This investment constitutes 0.79% of their stock portfolio, and U.S. Capital Wealth Advisors, LLC now holds 0.01% of the outstanding Bank of America Corp(BAC) stock.
The initial trade took place in 2021Q3. And since then U.S. Capital Wealth Advisors, LLC has made 3 purchases of BAC, at an average price of $41.70, for a total of 908,312.00 shares. In addition, there have been 11 sales at an average price of $36.49 for 286,512.00 shares. Based on historical transaction data and BAC's current price of $48.86, U.S. Capital Wealth Advisors, LLC's estimated gain on his BAC holdings is $2.96 Mil, reflecting a 7.81% gain to date.
U.S. Capital Wealth Advisors, LLC BAC ($48.86) Holding Chart
U.S. Capital Wealth Advisors, LLC BAC ($48.86) 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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