A detailed history of Defined Wealth Management, LLC transactions in American Express CO stock. As of the latest transaction made, Defined Wealth Management, LLC holds 3,359 shares of AXP stock, worth $926,714. This represents 0.55% of its overall portfolio holdings.

Number of Shares
3,359
Previous 3,347 0.36%
Holding current value
$926,714
Previous $762,000 1.97%
% of portfolio
0.55%
Previous 0.56%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 05, 2024

BUY
$217.5 - $243.08 $2,610 - $2,916
12 Added 0.36%
3,359 $777,000
Q1 2024

Apr 15, 2024

SELL
$179.79 - $229.12 $14,742 - $18,787
-82 Reduced 2.39%
3,347 $762,000
Q4 2023

Jan 09, 2024

SELL
$141.31 - $187.8 $282 - $375
-2 Reduced 0.06%
3,429 $642,000
Q3 2023

Oct 24, 2023

BUY
$149.19 - $178.04 $2,536 - $3,026
17 Added 0.5%
3,431 $511,000
Q2 2023

Jul 28, 2023

SELL
$147.93 - $175.14 $4,437 - $5,254
-30 Reduced 0.87%
3,414 $594,000
Q3 2021

Oct 21, 2021

BUY
$158.72 - $176.77 $4,444 - $4,949
28 Added 0.82%
3,444 $577,000
Q4 2020

Mar 09, 2021

BUY
$91.07 - $125.04 $311,095 - $427,136
3,416 New
3,416 $413,000

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 $206B
  • 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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