Capital Wealth Planning, LLC AXP Holdings History
Capital Wealth Planning, LLC's American Express Co Holding Summary
As of 2025-03-31, Capital Wealth Planning, LLC held 1.95 Mil shares of American Express Co(AXP), totaling $524.37 Mil. This investment constitutes 4.55% of their stock portfolio, and Capital Wealth Planning, LLC now holds 0.28% of the outstanding American Express Co(AXP) stock.
The initial trade took place in 2014Q3. And since then Capital Wealth Planning, LLC has made 13 purchases of AXP, at an average price of $212.13, for a total of 3.59 Mil shares. In addition, there have been 16 sales at an average price of $140.61 for 1.64 Mil shares. Based on historical transaction data and AXP's current price of $302.97, Capital Wealth Planning, LLC's estimated gain on his AXP holdings is $59.72 Mil, reflecting a 7.84% gain to date.
Capital Wealth Planning, LLC AXP ($302.97) Holding Chart
Capital Wealth Planning, LLC AXP ($302.97) 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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