Ulland Investment Advisors, LLC Bank of America 7.25 Transaction History

Ulland Investment Advisors, LLC

  • $120 Million
  • Q1 2025
Number of Shares
59
Previous 45 31.11%
Holding current value
$73,000
Previous $55,000 32.73%
% of portfolio
0.06%
Previous 0.04%

Shares

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

Apr 15, 2025
BUY
N/A
14 Added 31.11%
59 $73,000
Q4 2024

Jan 16, 2025
SELL
N/A
-49 Reduced 52.13%
45 $55,000
Q2 2024

Jul 16, 2024
SELL
N/A
-67 Reduced 41.61%
94 $112,000
Q1 2024

Apr 25, 2024
SELL
N/A
-69 Reduced 30.0%
161 $192,000
Q4 2023

Jan 16, 2024
SELL
N/A
-41 Reduced 15.13%
230 $278,000
Q3 2023

Oct 23, 2023
SELL
N/A
-83 Reduced 23.45%
271 $301,000
Q2 2023

Jul 20, 2023
BUY
N/A
195 Added 122.64%
354 $416,000
Q4 2022

Jan 31, 2023
BUY
N/A
159 New
159 $184,000
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