Stokes Capital Advisors, LLC AXP Holdings History
Stokes Capital Advisors, LLC's American Express Co Holding Summary
As of 2025-06-30, Stokes Capital Advisors, LLC held 35,303.00 shares of American Express Co(AXP), totaling $11.26 Mil. This investment constitutes 2.76% of their stock portfolio, and Stokes Capital Advisors, LLC now holds 0.01% of the outstanding American Express Co(AXP) stock.
The initial trade took place in 2018Q2. And since then Stokes Capital Advisors, LLC has made 22 purchases of AXP, at an average price of $132.44, for a total of 47,257.00 shares. In addition, there have been 7 sales at an average price of $173.54 for 11,954.00 shares. Based on historical transaction data and AXP's current price of $308.25, Stokes Capital Advisors, LLC's estimated gain on his AXP holdings is $6.70 Mil, reflecting a 107.02% gain to date.
Stokes Capital Advisors, LLC AXP ($308.25) Holding Chart
Stokes Capital 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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