Ropes Wealth Advisors LLC AXP Holdings History
Ropes Wealth Advisors LLC's American Express Co Holding Summary
As of 2023-09-30, Ropes Wealth Advisors LLC held 10,645.00 shares of American Express Co(AXP), totaling $1.59 Mil. This investment constitutes 0.31% of their stock portfolio, and Ropes Wealth Advisors LLC now holds 0% of the outstanding American Express Co(AXP) stock.
The initial trade took place in 2015Q1. And since then Ropes Wealth Advisors LLC has made 11 purchases of AXP, at an average price of $108.96, for a total of 25,603.00 shares. In addition, there have been 7 sales at an average price of $159.48 for 14,958.00 shares. Based on historical transaction data and AXP's current price of $308.25, Ropes Wealth Advisors LLC's estimated gain on his AXP holdings is $2.88 Mil, reflecting a 103.14% gain to date.
Ropes Wealth Advisors LLC AXP ($308.25) Holding Chart
Ropes Wealth Advisors LLC AXP ($308.25) 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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