Number of Shares
2,158.00
Current Holdings Value*
$649,470.00
% of Portfolio
2.78%
Total Estimate Gain
$397,904.27
% of Total Estimate Gain
58.43%

Victory Cornerstone Moderately Conservative Fund's American Express Co Holding Summary

As of 2025-02-28, Victory Cornerstone Moderately Conservative Fund held 2,158.00 shares of American Express Co(AXP), totaling $649,470.00. This investment constitutes 2.78% of their stock portfolio, and Victory Cornerstone Moderately Conservative Fund now holds 0% of the outstanding American Express Co(AXP) stock.

The initial trade took place in 2023Q2. And since then Victory Cornerstone Moderately Conservative Fund has made 3 purchases of AXP, at an average price of $164.82, for a total of 4,132.00 shares. In addition, there have been 4 sales at an average price of $208.93 for 1,974.00 shares. Based on historical transaction data and AXP's current price of $308.85, Victory Cornerstone Moderately Conservative Fund's estimated gain on his AXP holdings is $397,904.27, reflecting a 58.43% gain to date.

Victory Cornerstone Moderately Conservative Fund AXP ($308.85) Holding Chart

Victory Cornerstone Moderately Conservative Fund AXP ($308.85) 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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