Plumb Balanced Fund AXP Holdings History
Plumb Balanced Fund's American Express Co Holding Summary
As of 2025-03-31, WISCONSIN CAPITAL FUNDS INC held 7,000.00 shares of American Express Co(AXP), totaling $1.88 Mil. This investment constitutes 5.1% of their stock portfolio, and WISCONSIN CAPITAL FUNDS INC now holds 0% of the outstanding American Express Co(AXP) stock.
The initial trade took place in 2020Q1. And since then Plumb Balanced Fund has made 6 purchases of AXP, at an average price of $130.28, for a total of 57,000.00 shares. In addition, there have been 4 sales at an average price of $113.93 for 50,000.00 shares. Based on historical transaction data and AXP's current price of $307.95, Plumb Balanced Fund's estimated gain on his AXP holdings is $425,980.00, reflecting a 5.74% gain to date.
Plumb Balanced Fund AXP ($307.95) Holding Chart
Plumb Balanced Fund 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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