Number of Shares
5.16 Mil
Current Holdings Value*
$4.43 Mil
% of Portfolio
1.21%
Total Estimate Gain
$907.95 Mil
% of Total Estimate Gain
75.33%

Bramshill Income Performance Fund's American Express Co Holding Summary

As of 2023-12-31, Trust for Advised Portfolios held 5.16 Mil shares of American Express Co(AXP), totaling $4.43 Mil. This investment constitutes 1.21% of their stock portfolio, and Trust for Advised Portfolios now holds 0.71% of the outstanding American Express Co(AXP) stock.

The initial trade took place in 2020Q2. And since then Bramshill Income Performance Fund has made 3 purchases of AXP, at an average price of $131.97, for a total of 9.13 Mil shares. In addition, there have been 1 sales at an average price of $132.09 for 3.98 Mil shares. Based on historical transaction data and AXP's current price of $308.01, Bramshill Income Performance Fund's estimated gain on his AXP holdings is $907.95 Mil, reflecting a 75.33% gain to date.

Bramshill Income Performance Fund AXP ($308.01) Holding Chart

Bramshill Income Performance Fund AXP ($308.01) 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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