Number of Shares
35,303.00
Current Holdings Value*
$11.26 Mil
% of Portfolio
2.76%
Total Estimate Gain
$6.70 Mil
% of Total Estimate Gain
107.02%

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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