Hofer & Associates. Inc AXP Holdings History

Number of Shares

977.00

$311,800.00

% of Portfolio

0.19%

Total Estimate Gain

$39,165.04

% of Total Estimate Gain

8.07%

Hofer & Associates. Inc's American Express Co Holding Summary

As of 2025-06-30, Hofer & Associates. Inc held 977.00 shares of American Express Co(AXP), totaling $311,800.00. This investment constitutes 0.19% of their stock portfolio, and Hofer & Associates. Inc now holds 0% of the outstanding American Express Co(AXP) stock.

The initial trade took place in 2024Q4. And since then Hofer & Associates. Inc has made 2 purchases of AXP, at an average price of $283.97, for a total of 1,710.00 shares. In addition, there have been 1 sales at an average price of $295.58 for 733.00 shares. Based on historical transaction data and AXP's current price of $315.35, Hofer & Associates. Inc's estimated gain on his AXP holdings is $39,165.04, reflecting a 8.07% gain to date.

Hofer & Associates. Inc AXP ($315.35) Holding Chart

Hofer & Associates. Inc AXP ($315.35) Quarterly Buys and Sells

Period	Bought/Sold (Sh.)	% Change
Shares Bought	0	Average Price $-/Share
Shares Sold	0	Average Price $-/Share
Current Price $0.00		Total Estimated Gain 0 %

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