Kovitz Investment Group Partners, LLC AXP Holdings History
Kovitz Investment Group Partners, LLC's American Express Co Holding Summary
As of 2025-03-31, Kovitz Investment Group Partners, LLC held 319,480.00 shares of American Express Co(AXP), totaling $85.96 Mil. This investment constitutes 0.43% of their stock portfolio, and Kovitz Investment Group Partners, LLC now holds 0.05% of the outstanding American Express Co(AXP) stock.
The initial trade took place in 2018Q2. And since then Kovitz Investment Group Partners, LLC has made 14 purchases of AXP, at an average price of $212.87, for a total of 2.87 Mil shares. In addition, there have been 14 sales at an average price of $260.40 for 2.55 Mil shares. Based on historical transaction data and AXP's current price of $308.25, Kovitz Investment Group Partners, LLC's estimated gain on his AXP holdings is $151.73 Mil, reflecting a 24.83% gain to date.
Kovitz Investment Group Partners, LLC AXP ($308.25) Holding Chart
Kovitz Investment Group Partners, LLC 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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