Number of Shares
48,494.00
Current Holdings Value*
$15.47 Mil
% of Portfolio
2.87%
Total Estimate Gain
$10.49 Mil
% of Total Estimate Gain
171.18%

Perennial Advisors, LLC's American Express Co Holding Summary

As of 2025-06-30, Perennial Advisors, LLC held 48,494.00 shares of American Express Co(AXP), totaling $15.47 Mil. This investment constitutes 2.87% of their stock portfolio, and Perennial Advisors, LLC now holds 0.01% of the outstanding American Express Co(AXP) stock.

The initial trade took place in 2018Q2. And since then Perennial Advisors, LLC has made 18 purchases of AXP, at an average price of $107.29, for a total of 57,135.00 shares. In addition, there have been 10 sales at an average price of $191.63 for 8,641.00 shares. Based on historical transaction data and AXP's current price of $308.66, Perennial Advisors, LLC's estimated gain on his AXP holdings is $10.49 Mil, reflecting a 171.18% gain to date.

Perennial Advisors, LLC AXP ($308.66) Holding Chart

Perennial Advisors, LLC AXP ($308.66) 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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