Kathleen S. Wright Associates Inc. AXP Holdings History
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 $308.25, Kathleen S. Wright Associates Inc.'s estimated gain on his AXP holdings is $2.80 Mil, reflecting a 49.92% gain to date.
Kathleen S. Wright Associates Inc. AXP ($308.25) Holding Chart
Kathleen S. Wright Associates Inc. AXP ($308.25) 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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