Number of Shares
37,308.00
Current Holdings Value*
$10.04 Mil
% of Portfolio
6.85%
Total Estimate Gain
$5.76 Mil
% of Total Estimate Gain
81.48%

Bradley & Co. Private Wealth Management, LLC's American Express Co Holding Summary

As of 2025-03-31, Bradley & Co. Private Wealth Management, LLC held 37,308.00 shares of American Express Co(AXP), totaling $10.04 Mil. This investment constitutes 6.85% of their stock portfolio, and Bradley & Co. Private Wealth Management, LLC now holds 0.01% of the outstanding American Express Co(AXP) stock.

The initial trade took place in 2021Q1. And since then Bradley & Co. Private Wealth Management, LLC has made 7 purchases of AXP, at an average price of $166.52, for a total of 42,481.00 shares. In addition, there have been 3 sales at an average price of $260.73 for 5,173.00 shares. Based on historical transaction data and AXP's current price of $307.95, Bradley & Co. Private Wealth Management, LLC's estimated gain on his AXP holdings is $5.76 Mil, reflecting a 81.48% gain to date.

Bradley & Co. Private Wealth Management, LLC AXP ($307.95) Holding Chart

Bradley & Co. Private Wealth Management, LLC AXP ($307.95) 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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