Number of Shares
6,491.00
Current Holdings Value*
$1.75 Mil
% of Portfolio
0.46%
Total Estimate Gain
$388,774.37
% of Total Estimate Gain
8.67%

3Chopt Investment Partners, LLC's American Express Co Holding Summary

As of 2025-03-31, 3Chopt Investment Partners, LLC held 6,491.00 shares of American Express Co(AXP), totaling $1.75 Mil. This investment constitutes 0.46% of their stock portfolio, and 3Chopt Investment Partners, LLC now holds 0% of the outstanding American Express Co(AXP) stock.

The initial trade took place in 2023Q1. And since then 3Chopt Investment Partners, LLC has made 3 purchases of AXP, at an average price of $221.87, for a total of 20,215.00 shares. In addition, there have been 4 sales at an average price of $207.62 for 13,724.00 shares. Based on historical transaction data and AXP's current price of $311.90, 3Chopt Investment Partners, LLC's estimated gain on his AXP holdings is $388,774.37, reflecting a 8.67% gain to date.

3Chopt Investment Partners, LLC AXP ($311.90) Holding Chart

3Chopt Investment Partners, LLC AXP ($311.90) 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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