Covenant Asset Management, LLC AXP Holdings History
Covenant Asset Management, LLC's American Express Co Holding Summary
As of 2025-06-30, Covenant Asset Management, LLC held 14,806.00 shares of American Express Co(AXP), totaling $4.72 Mil. This investment constitutes 0.7% of their stock portfolio, and Covenant Asset Management, LLC now holds 0% of the outstanding American Express Co(AXP) stock.
The initial trade took place in 2022Q4. And since then Covenant Asset Management, LLC has made 4 purchases of AXP, at an average price of $259.91, for a total of 15,006.00 shares. In addition, there have been 1 sales at an average price of $249.00 for 200.00 shares. Based on historical transaction data and AXP's current price of $306.21, Covenant Asset Management, LLC's estimated gain on his AXP holdings is $683,293.76, reflecting a 17.52% gain to date.
Covenant Asset Management, LLC AXP ($306.21) Holding Chart
Covenant Asset Management, LLC AXP ($306.21) 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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