Number of Shares
164,288.00
Current Holdings Value*
$44.20 Mil
% of Portfolio
6.09%
Total Estimate Gain
$31.30 Mil
% of Total Estimate Gain
96.55%

Iron Gate Global Advisors LLC's American Express Co Holding Summary

As of 2025-03-31, Iron Gate Global Advisors LLC held 164,288.00 shares of American Express Co(AXP), totaling $44.20 Mil. This investment constitutes 6.09% of their stock portfolio, and Iron Gate Global Advisors LLC now holds 0.02% of the outstanding American Express Co(AXP) stock.

The initial trade took place in 2018Q2. And since then Iron Gate Global Advisors LLC has made 22 purchases of AXP, at an average price of $120.42, for a total of 269,217.00 shares. In addition, there have been 6 sales at an average price of $125.11 for 104,929.00 shares. Based on historical transaction data and AXP's current price of $307.95, Iron Gate Global Advisors LLC's estimated gain on his AXP holdings is $31.30 Mil, reflecting a 96.55% gain to date.

Iron Gate Global Advisors LLC AXP ($307.95) Holding Chart

Iron Gate Global Advisors LLC AXP ($307.95) 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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