First Trust Growth Strength Portfolio AXP Holdings History
Number of Shares
1,388.00
Current Holdings Value*
$411,940.00
% of Portfolio
2.19%
Total Estimate Gain
$72,621.97
% of Total Estimate Gain
21.76%
First Trust Growth Strength Portfolio's American Express Co Holding Summary
As of 2024-12-31, First Trust Growth Strength Portfolio held 1,388.00 shares of American Express Co(AXP), totaling $411,940.00. This investment constitutes 2.19% of their stock portfolio, and First Trust Growth Strength Portfolio now holds 0% of the outstanding American Express Co(AXP) stock.
The initial trade took place in 2024Q2. And since then First Trust Growth Strength Portfolio has made 3 purchases of AXP, at an average price of $240.49, for a total of 1,388.00 shares. Based on historical transaction data and AXP's current price of $292.81, First Trust Growth Strength Portfolio's estimated gain on his AXP holdings is $72,621.97, reflecting a 21.76% gain to date.
First Trust Growth Strength Portfolio AXP ($292.81) Holding Chart
First Trust Growth Strength Portfolio AXP ($292.81) 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 % |
Top Ranked Articles
- 1