CFC Planning Co LLC AXP Holdings History

Number of Shares
15,220.00
Current Holdings Value*
$4.10 Mil
% of Portfolio
4.48%
Total Estimate Gain
$473,953.24
% of Total Estimate Gain
10.80%

CFC Planning Co LLC's American Express Co Holding Summary

As of 2025-03-31, CFC Planning Co LLC held 15,220.00 shares of American Express Co(AXP), totaling $4.10 Mil. This investment constitutes 4.48% of their stock portfolio, and CFC Planning Co LLC now holds 0% of the outstanding American Express Co(AXP) stock.

The initial trade took place in 2024Q4. And since then CFC Planning Co LLC has made 1 purchases of AXP, at an average price of $288.33, for a total of 15,220.00 shares. Based on historical transaction data and AXP's current price of $319.47, CFC Planning Co LLC's estimated gain on his AXP holdings is $473,953.24, reflecting a 10.80% gain to date.

CFC Planning Co LLC AXP ($319.47) Holding Chart

CFC Planning Co LLC AXP ($319.47) 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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