Number of Shares
6,852.00
Current Holdings Value*
$2.19 Mil
% of Portfolio
1.33%
Total Estimate Gain
$90,310.12
% of Total Estimate Gain
4.36%

TILIA FIDUCIARY PARTNERS, INC.'s American Express Co Holding Summary

As of 2025-06-30, TILIA FIDUCIARY PARTNERS, INC. held 6,852.00 shares of American Express Co(AXP), totaling $2.19 Mil. This investment constitutes 1.33% of their stock portfolio, and TILIA FIDUCIARY PARTNERS, INC. now holds 0% of the outstanding American Express Co(AXP) stock.

The initial trade took place in 2021Q4. And since then TILIA FIDUCIARY PARTNERS, INC. has made 4 purchases of AXP, at an average price of $289.55, for a total of 7,152.00 shares. In addition, there have been 1 sales at an average price of $163.57 for 300.00 shares. Based on historical transaction data and AXP's current price of $308.25, TILIA FIDUCIARY PARTNERS, INC.'s estimated gain on his AXP holdings is $90,310.12, reflecting a 4.36% gain to date.

TILIA FIDUCIARY PARTNERS, INC. AXP ($308.25) Holding Chart

TILIA FIDUCIARY PARTNERS, INC. 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 %

Top Ranked Articles

  • 1