Lodestone Wealth Management LLC AXP Holdings History
Lodestone Wealth Management LLC's American Express Co Holding Summary
As of 2025-03-31, Lodestone Wealth Management LLC held 11,565.00 shares of American Express Co(AXP), totaling $3.11 Mil. This investment constitutes 1.66% of their stock portfolio, and Lodestone Wealth Management LLC now holds 0% of the outstanding American Express Co(AXP) stock.
The initial trade took place in 2022Q4. And since then Lodestone Wealth Management LLC has made 1 purchases of AXP, at an average price of $150.19, for a total of 17,490.00 shares. In addition, there have been 8 sales at an average price of $247.91 for 5,925.00 shares. Based on historical transaction data and AXP's current price of $308.38, Lodestone Wealth Management LLC's estimated gain on his AXP holdings is $2.41 Mil, reflecting a 91.68% gain to date.
Lodestone Wealth Management LLC AXP ($308.38) Holding Chart
Lodestone Wealth Management LLC AXP ($308.38) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
