Smith Group Asset Management, LLC AXP Holdings History
Smith Group Asset Management, LLC's American Express Co Holding Summary
As of 2025-03-31, Smith Group Asset Management, LLC held 127,638.00 shares of American Express Co(AXP), totaling $34.34 Mil. This investment constitutes 2.57% of their stock portfolio, and Smith Group Asset Management, LLC now holds 0.02% of the outstanding American Express Co(AXP) stock.
The initial trade took place in 2021Q3. And since then Smith Group Asset Management, LLC has made 6 purchases of AXP, at an average price of $181.19, for a total of 169,244.00 shares. In addition, there have been 2 sales at an average price of $162.13 for 41,606.00 shares. Based on historical transaction data and AXP's current price of $316.98, Smith Group Asset Management, LLC's estimated gain on his AXP holdings is $16.54 Mil, reflecting a 53.94% gain to date.
Smith Group Asset Management, LLC AXP ($316.98) Holding Chart
Smith Group Asset Management, LLC AXP ($316.98) 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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