Xcel Wealth Management, LLC BAC Holdings History
Xcel Wealth Management, LLC's Bank of America Corp Holding Summary
As of 2025-03-31, Xcel Wealth Management, LLC held 358,029.00 shares of Bank of America Corp(BAC), totaling $14.94 Mil. This investment constitutes 4.66% of their stock portfolio, and Xcel Wealth Management, LLC now holds 0% of the outstanding Bank of America Corp(BAC) stock.
The initial trade took place in 2018Q4. And since then Xcel Wealth Management, LLC has made 15 purchases of BAC, at an average price of $30.88, for a total of 492,358.00 shares. In addition, there have been 11 sales at an average price of $32.56 for 134,329.00 shares. Based on historical transaction data and BAC's current price of $46.73, Xcel Wealth Management, LLC's estimated gain on his BAC holdings is $5.90 Mil, reflecting a 38.81% gain to date.
Xcel Wealth Management, LLC BAC ($46.73) Holding Chart
Xcel Wealth Management, LLC BAC ($46.73) 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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