A detailed history of Archetype Wealth Partners transactions in American Express CO stock. As of the latest transaction made, Archetype Wealth Partners holds 1,344 shares of AXP stock, worth $458,640. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,344
Previous 829 62.12%
Holding current value
$458,640
Previous $264,000 68.94%
% of portfolio
0.06%
Previous 0.04%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025

BUY
$294.27 - $342.31 $151,549 - $176,289
515 Added 62.12%
1,344 $446,000
Q2 2025

Aug 14, 2025

BUY
$231.39 - $318.98 $12,263 - $16,905
53 Added 6.83%
829 $264,000
Q1 2025

May 14, 2025

BUY
$255.39 - $325.87 $25,794 - $32,912
101 Added 14.96%
776 $209,000
Q4 2024

Feb 14, 2025

BUY
$267.35 - $305.57 $180,461 - $206,259
675 New
675 $200,000
Q2 2024

Aug 15, 2024

SELL
$217.5 - $243.08 $257,302 - $287,563
-1,183 Reduced 56.07%
927 $215,000
Q1 2024

May 14, 2024

BUY
$179.79 - $229.12 $379,356 - $483,443
2,110 New
2,110 $480,000

Others Institutions Holding AXP

About AMERICAN EXPRESS CO


  • Ticker AXP
  • Exchange NYSE
  • Sector Financial Services
  • Industry Credit Services
  • Shares Outstandng 747,233,024
  • Market Cap $255B
  • Description
  • American Express Company, together with its subsidiaries, provides charge and credit payment card products, and travel-related services worldwide. The company operates through three segments: Global Consumer Services Group, Global Commercial Services, and Global Merchant and Network Services. Its products and services include payment and financi...
More about AXP
Track This Portfolio

Track Archetype Wealth Partners Portfolio

Follow Archetype Wealth Partners and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Archetype Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Archetype Wealth Partners with notifications on news.