Navis Wealth Advisors, LLC AXP Holdings History
Navis Wealth Advisors, LLC's American Express Co Holding Summary
As of 2025-03-31, Navis Wealth Advisors, LLC held 3,548.00 shares of American Express Co(AXP), totaling $954,590.00. This investment constitutes 0.94% of their stock portfolio, and Navis Wealth Advisors, LLC now holds 0% of the outstanding American Express Co(AXP) stock.
The initial trade took place in 2020Q4. And since then Navis Wealth Advisors, LLC has made 5 purchases of AXP, at an average price of $221.08, for a total of 7,316.00 shares. In addition, there have been 2 sales at an average price of $145.82 for 3,768.00 shares. Based on historical transaction data and AXP's current price of $307.95, Navis Wealth Advisors, LLC's estimated gain on his AXP holdings is $24,632.74, reflecting a 1.52% gain to date.
Navis Wealth Advisors, LLC AXP ($307.95) Holding Chart
Navis Wealth 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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