CARRET ASSET MANAGEMENT, LLC AXP Holdings History
CARRET ASSET MANAGEMENT, LLC's American Express Co Holding Summary
As of 2025-03-31, CARRET ASSET MANAGEMENT, LLC held 53,621.00 shares of American Express Co(AXP), totaling $14.43 Mil. This investment constitutes 1.65% of their stock portfolio, and CARRET ASSET MANAGEMENT, LLC now holds 0.01% of the outstanding American Express Co(AXP) stock.
The initial trade took place in 2014Q1. And since then CARRET ASSET MANAGEMENT, LLC has made 13 purchases of AXP, at an average price of $90.52, for a total of 92,697.00 shares. In addition, there have been 23 sales at an average price of $133.07 for 39,076.00 shares. Based on historical transaction data and AXP's current price of $304.14, CARRET ASSET MANAGEMENT, LLC's estimated gain on his AXP holdings is $13.12 Mil, reflecting a 156.33% gain to date.
CARRET ASSET MANAGEMENT, LLC AXP ($304.14) Holding Chart
CARRET ASSET MANAGEMENT, LLC AXP ($304.14) 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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