Berry Wealth Group, LP AXP Holdings History
Berry Wealth Group, LP's American Express Co Holding Summary
As of 2025-03-31, Berry Wealth Group, LP held 1,102.00 shares of American Express Co(AXP), totaling $296,490.00. This investment constitutes 0.23% of their stock portfolio, and Berry Wealth Group, LP now holds 0% of the outstanding American Express Co(AXP) stock.
The initial trade took place in 2025Q1. And since then Berry Wealth Group, LP has made 1 purchases of AXP, at an average price of $295.58, for a total of 1,102.00 shares. Based on historical transaction data and AXP's current price of $318.12, Berry Wealth Group, LP's estimated gain on his AXP holdings is $24,839.08, reflecting a 7.63% gain to date.
Berry Wealth Group, LP AXP ($318.12) Holding Chart
Berry Wealth Group, LP AXP ($318.12) 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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