Number of Shares
2,950.00
Current Holdings Value*
$3.64 Mil
% of Portfolio
0.87%
Total Estimate Gain
$185,049.24
% of Total Estimate Gain
2.02%

WHALEROCK POINT PARTNERS, LLC's Bank of America Corp Holding Summary

As of 2025-03-31, WHALEROCK POINT PARTNERS, LLC held 2,950.00 shares of Bank of America Corp(BACpL.PFD), totaling $3.64 Mil. This investment constitutes 0.87% of their stock portfolio, and WHALEROCK POINT PARTNERS, LLC now holds -% of the outstanding Bank of America Corp(BACpL.PFD) stock.

The initial trade took place in 2021Q2. And since then WHALEROCK POINT PARTNERS, LLC has made 4 purchases of BACpL.PFD, at an average price of $1,221.68, for a total of 7,495.00 shares. In addition, there have been 3 sales at an average price of $1,269.33 for 4,545.00 shares. Based on historical transaction data and BACpL.PFD's current price of $1211.00, WHALEROCK POINT PARTNERS, LLC's estimated gain on his BACpL.PFD holdings is $185,049.24, reflecting a 2.02% gain to date.

WHALEROCK POINT PARTNERS, LLC BACpL.PFD ($1211.00) Holding Chart

WHALEROCK POINT PARTNERS, LLC BACpL.PFD ($1211.00) 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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