A detailed history of Beaumont Financial Advisors, LLC transactions in American Express CO stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 8,369 shares of AXP stock, worth $2.45 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares
8,369
Previous 8,737 4.21%
Holding current value
$2.45 Million
Previous $2.02 Million 12.16%
% of portfolio
0.21%
Previous 0.18%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 09, 2024

SELL
$225.92 - $271.17 $83,138 - $99,790
-368 Reduced 4.21%
8,369 $2.27 Million
Q2 2024

Jul 24, 2024

SELL
$217.5 - $243.08 $10,657 - $11,910
-49 Reduced 0.56%
8,737 $2.02 Million
Q4 2023

Jan 31, 2024

BUY
$141.31 - $187.8 $9,043 - $12,019
64 Added 0.73%
8,786 $1.65 Million
Q3 2023

Nov 01, 2023

SELL
$149.19 - $178.04 $5,669 - $6,765
-38 Reduced 0.43%
8,722 $1.3 Million
Q2 2023

Aug 02, 2023

BUY
$147.93 - $175.14 $17,159 - $20,316
116 Added 1.34%
8,760 $1.53 Million
Q4 2022

Jan 25, 2023

BUY
$136.81 - $157.67 $1.18 Million - $1.36 Million
8,644 New
8,644 $0

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 $219B
  • 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 Beaumont Financial Advisors, LLC Portfolio

Follow Beaumont Financial Advisors, LLC 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 Beaumont Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beaumont Financial Advisors, LLC with notifications on news.