Number of Shares
20,427.00
Current Holdings Value*
$5.53 Mil
% of Portfolio
2.29%
Total Estimate Gain
$2.81 Mil
% of Total Estimate Gain
50.07%

Kathleen S. Wright Associates Inc.'s American Express Co Holding Summary

As of 2025-03-31, Kathleen S. Wright Associates Inc. held 20,427.00 shares of American Express Co(AXP), totaling $5.53 Mil. This investment constitutes 2.29% of their stock portfolio, and Kathleen S. Wright Associates Inc. now holds 0% of the outstanding American Express Co(AXP) stock.

The initial trade took place in 2021Q4. And since then Kathleen S. Wright Associates Inc. has made 4 purchases of AXP, at an average price of $168.17, for a total of 33,355.00 shares. In addition, there have been 3 sales at an average price of $163.46 for 12,928.00 shares. Based on historical transaction data and AXP's current price of $308.66, Kathleen S. Wright Associates Inc.'s estimated gain on his AXP holdings is $2.81 Mil, reflecting a 50.07% gain to date.

Kathleen S. Wright Associates Inc. AXP ($308.66) Holding Chart

Kathleen S. Wright Associates Inc. AXP ($308.66) 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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