Number of Shares
22,712.00
Current Holdings Value*
$6.11 Mil
% of Portfolio
3.89%
Total Estimate Gain
$3.25 Mil
% of Total Estimate Gain
16.02%

WISCONSIN CAPITAL MANAGEMENT LLC's American Express Co Holding Summary

As of 2025-03-31, WISCONSIN CAPITAL MANAGEMENT LLC held 22,712.00 shares of American Express Co(AXP), totaling $6.11 Mil. This investment constitutes 3.89% of their stock portfolio, and WISCONSIN CAPITAL MANAGEMENT LLC now holds 0% of the outstanding American Express Co(AXP) stock.

The initial trade took place in 2014Q1. And since then WISCONSIN CAPITAL MANAGEMENT LLC has made 12 purchases of AXP, at an average price of $116.63, for a total of 174,124.00 shares. In addition, there have been 13 sales at an average price of $109.32 for 151,412.00 shares. Based on historical transaction data and AXP's current price of $308.59, WISCONSIN CAPITAL MANAGEMENT LLC's estimated gain on his AXP holdings is $3.25 Mil, reflecting a 16.02% gain to date.

WISCONSIN CAPITAL MANAGEMENT LLC AXP ($308.59) Holding Chart

WISCONSIN CAPITAL MANAGEMENT LLC AXP ($308.59) 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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