Perennial Advisors, LLC AXP Holdings History
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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