Orca Wealth Management, LLC AXP Holdings History
Orca Wealth Management, LLC's American Express Co Holding Summary
As of 2025-03-31, Orca Wealth Management, LLC held 1,206.00 shares of American Express Co(AXP), totaling $324,400.00. This investment constitutes 0.29% of their stock portfolio, and Orca Wealth Management, LLC now holds 0% of the outstanding American Express Co(AXP) stock.
The initial trade took place in 2025Q1. And since then Orca Wealth Management, LLC has made 1 purchases of AXP, at an average price of $295.58, for a total of 1,206.00 shares. Based on historical transaction data and AXP's current price of $307.95, Orca Wealth Management, LLC's estimated gain on his AXP holdings is $14,918.22, reflecting a 4.18% gain to date.
Orca Wealth Management, LLC AXP ($307.95) Holding Chart
Orca Wealth Management, 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
