Unique Wealth Strategies, LLC AXP Holdings History
Unique Wealth Strategies, LLC's American Express Co Holding Summary
As of 2024-06-30, Unique Wealth Strategies, LLC held 829.00 shares of American Express Co(AXP), totaling $188,660.00. This investment constitutes 0.09% of their stock portfolio, and Unique Wealth Strategies, LLC now holds 0% of the outstanding American Express Co(AXP) stock.
The initial trade took place in 2023Q4. And since then Unique Wealth Strategies, LLC has made 1 purchases of AXP, at an average price of $180.36, for a total of 3,020.00 shares. In addition, there have been 1 sales at an average price of $207.36 for 2,191.00 shares. Based on historical transaction data and AXP's current price of $307.95, Unique Wealth Strategies, LLC's estimated gain on his AXP holdings is $164,942.93, reflecting a 30.28% gain to date.
Unique Wealth Strategies, LLC AXP ($307.95) Holding Chart
Unique Wealth Strategies, LLC AXP ($307.95) 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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