Allen Mooney & Barnes Investment Advisors LLC AXP Holdings History
Allen Mooney & Barnes Investment Advisors LLC's American Express Co Holding Summary
As of 2025-06-30, Allen Mooney & Barnes Investment Advisors LLC held 66,587.00 shares of American Express Co(AXP), totaling $21.24 Mil. This investment constitutes 3.49% of their stock portfolio, and Allen Mooney & Barnes Investment Advisors LLC now holds 0.01% of the outstanding American Express Co(AXP) stock.
The initial trade took place in 2022Q1. And since then Allen Mooney & Barnes Investment Advisors LLC has made 6 purchases of AXP, at an average price of $178.06, for a total of 73,179.00 shares. In addition, there have been 6 sales at an average price of $271.98 for 6,592.00 shares. Based on historical transaction data and AXP's current price of $319.47, Allen Mooney & Barnes Investment Advisors LLC's estimated gain on his AXP holdings is $10.03 Mil, reflecting a 77.01% gain to date.
Allen Mooney & Barnes Investment Advisors LLC AXP ($319.47) Holding Chart
Allen Mooney & Barnes Investment Advisors LLC AXP ($319.47) 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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