Tcfg Wealth Management, LLC BANK AMERICA CORP Transaction History

Tcfg Wealth Management, LLC

  • $199 Billion
  • Q1 2025
Number of Shares
460
Previous 618 25.57%
Holding current value
$568 Million
Previous $753 Million 24.63%
% of portfolio
0.29%
Previous 0.38%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 16, 2025
SELL
N/A
-158 Reduced 25.57%
460 $568 Million
Q4 2024

Jan 30, 2025
SELL
N/A
-200 Reduced 24.45%
618 $753 Million
Q3 2024

Oct 15, 2024
BUY
N/A
818 New
818 $1.04 Billion
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