Wernau Asset Management Inc. BAC Holdings History
Number of Shares
98,171.00
Current Holdings Value*
$4.10 Mil
% of Portfolio
3.2%
Total Estimate Gain
$363,402.24
% of Total Estimate Gain
8.37%
Wernau Asset Management Inc.'s Bank of America Corp Holding Summary
As of 2025-03-31, Wernau Asset Management Inc. held 98,171.00 shares of Bank of America Corp(BAC), totaling $4.10 Mil. This investment constitutes 3.2% of their stock portfolio, and Wernau Asset Management Inc. now holds 0% of the outstanding Bank of America Corp(BAC) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $44.56 for 346.00 shares. Based on historical transaction data and BAC's current price of $47.77, Wernau Asset Management Inc.'s estimated gain on his BAC holdings is $363,402.24, reflecting a 8.37% gain to date.
Wernau Asset Management Inc. BAC ($47.77) Holding Chart
Wernau Asset Management Inc. BAC ($47.77) 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 % |
Top Ranked Articles
- 1