Number of Shares
66,587.00
Current Holdings Value*
$21.24 Mil
% of Portfolio
3.49%
Total Estimate Gain
$9.89 Mil
% of Total Estimate Gain
75.93%

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 $317.35, Allen Mooney & Barnes Investment Advisors LLC's estimated gain on his AXP holdings is $9.89 Mil, reflecting a 75.93% gain to date.

Allen Mooney & Barnes Investment Advisors LLC AXP ($317.35) Holding Chart

Allen Mooney & Barnes Investment Advisors LLC AXP ($317.35) 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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