A detailed history of Caliber Wealth Management, LLC transactions in American Express CO stock. As of the latest transaction made, Caliber Wealth Management, LLC holds 13,837 shares of AXP stock, worth $3.39 Million. This represents 1.67% of its overall portfolio holdings.

Number of Shares
13,837
Previous 13,751 0.63%
Holding current value
$3.39 Million
Previous $2.58 Million 22.28%
% of portfolio
1.67%
Previous 1.51%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 25, 2024

BUY
$179.79 - $229.12 $15,461 - $19,704
86 Added 0.63%
13,837 $3.15 Million
Q4 2023

Apr 22, 2024

BUY
$141.31 - $187.8 $64,154 - $85,261
454 Added 3.41%
13,751 $2.58 Million
Q3 2023

Oct 16, 2023

BUY
$149.19 - $178.04 $132,629 - $158,277
889 Added 7.16%
13,297 $1.98 Million
Q2 2023

Jul 27, 2023

BUY
$147.93 - $175.14 $79,290 - $93,875
536 Added 4.51%
12,408 $2.16 Million
Q1 2023

Apr 10, 2023

BUY
$146.42 - $181.33 $410,708 - $508,630
2,805 Added 30.94%
11,872 $1.96 Million
Q4 2022

Jan 24, 2023

SELL
$136.81 - $157.67 $225,599 - $259,997
-1,649 Reduced 15.39%
9,067 $0
Q3 2022

Oct 17, 2022

BUY
$134.91 - $165.84 $46,409 - $57,048
344 Added 3.32%
10,716 $1.45 Million
Q2 2022

Jul 12, 2022

BUY
$137.5 - $188.46 $1.43 Million - $1.95 Million
10,372 New
10,372 $1.44 Million

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 $183B
  • 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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