Number of Shares
1,102.00
Current Holdings Value*
$296,490.00
% of Portfolio
0.23%
Total Estimate Gain
$29,698.90
% of Total Estimate Gain
9.12%

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 $322.53, Berry Wealth Group, LP's estimated gain on his AXP holdings is $29,698.90, reflecting a 9.12% gain to date.

Berry Wealth Group, LP AXP ($322.53) Holding Chart

Berry Wealth Group, LP AXP ($322.53) 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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