Number of Shares
6,724.00
Current Holdings Value*
$2.15 Mil
% of Portfolio
1.59%
Total Estimate Gain
$916,044.14
% of Total Estimate Gain
8.75%

Aurora Private Wealth, Inc.'s American Express Co Holding Summary

As of 2025-06-30, Aurora Private Wealth, Inc. held 6,724.00 shares of American Express Co(AXP), totaling $2.15 Mil. This investment constitutes 1.59% of their stock portfolio, and Aurora Private Wealth, Inc. now holds 0% of the outstanding American Express Co(AXP) stock.

The initial trade took place in 2019Q4. And since then Aurora Private Wealth, Inc. has made 8 purchases of AXP, at an average price of $225.99, for a total of 46,322.00 shares. In addition, there have been 8 sales at an average price of $235.15 for 39,598.00 shares. Based on historical transaction data and AXP's current price of $308.25, Aurora Private Wealth, Inc.'s estimated gain on his AXP holdings is $916,044.14, reflecting a 8.75% gain to date.

Aurora Private Wealth, Inc. AXP ($308.25) Holding Chart

Aurora Private Wealth, Inc. AXP ($308.25) 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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