A detailed history of Bergan Kdv Wealth Management, LLC transactions in American Express CO stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 662 shares of AXP stock, worth $190,417. This represents 0.01% of its overall portfolio holdings.

Number of Shares
662
Previous 743 10.9%
Holding current value
$190,417
Previous $122,000 5.74%
% of portfolio
0.01%
Previous 0.01%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 24, 2023

SELL
$147.93 - $175.14 $11,982 - $14,186
-81 Reduced 10.9%
662 $115,000
Q1 2023

Apr 27, 2023

BUY
$146.42 - $181.33 $3,367 - $4,170
23 Added 3.19%
743 $122,000
Q4 2022

Jan 31, 2023

SELL
$136.81 - $157.67 $684 - $788
-5 Reduced 0.69%
720 $106,000
Q3 2022

Oct 24, 2022

BUY
$134.91 - $165.84 $1,079 - $1,326
8 Added 1.12%
725 $98,000
Q2 2022

Jul 13, 2022

SELL
$137.5 - $188.46 $412 - $565
-3 Reduced 0.42%
717 $99,000
Q4 2021

Jan 28, 2022

SELL
$150.06 - $187.08 $14,405 - $17,959
-96 Reduced 11.76%
720 $118,000
Q3 2021

Nov 12, 2021

BUY
$158.72 - $176.77 $15,078 - $16,793
95 Added 13.18%
816 $137,000
Q1 2021

May 11, 2021

SELL
$114.09 - $150.27 $11,409 - $15,027
-100 Reduced 12.18%
721 $102,000
Q4 2020

Feb 04, 2021

BUY
$91.07 - $125.04 $91 - $125
1 Added 0.12%
821 $99,000
Q2 2020

Aug 13, 2020

BUY
$73.6 - $113.67 $2,723 - $4,205
37 Added 4.73%
820 $78,000
Q4 2019

Feb 10, 2020

BUY
$112.54 - $125.77 $9,340 - $10,438
83 Added 11.86%
783 $97,000
Q2 2018

Jul 23, 2018

BUY
$91.0 - $102.7 $63,700 - $71,890
700 New
700 $69,000

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 $215B
  • 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
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