A detailed history of Encompass Wealth Advisors, LLC transactions in American Express CO stock. As of the latest transaction made, Encompass Wealth Advisors, LLC holds 1,180 shares of AXP stock, worth $360,572. This represents 0.11% of its overall portfolio holdings.

Number of Shares
1,180
Previous 1,180 -0.0%
Holding current value
$360,572
Previous $273,000 16.85%
% of portfolio
0.11%
Previous 0.1%

Shares

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

Aug 08, 2024

BUY
$217.5 - $243.08 $2,175 - $2,430
10 Added 0.85%
1,180 $273,000
Q1 2024

May 10, 2024

SELL
$179.79 - $229.12 $10,787 - $13,747
-60 Reduced 4.88%
1,170 $266,000
Q4 2023

Feb 13, 2024

BUY
$141.31 - $187.8 $173,811 - $230,994
1,230 New
1,230 $230,000
Q1 2023

May 04, 2023

BUY
$146.42 - $181.33 $180,096 - $223,035
1,230 New
1,230 $202,000
Q2 2022

Aug 03, 2022

SELL
$137.5 - $188.46 $169,125 - $231,805
-1,230 Closed
0 $0
Q4 2021

Jan 20, 2022

BUY
$150.06 - $187.08 $184,573 - $230,108
1,230 New
1,230 $201,000
Q1 2021

May 25, 2021

SELL
$114.09 - $150.27 $1,939 - $2,554
-17 Closed
0 $0
Q4 2020

Mar 09, 2021

BUY
$91.07 - $125.04 $1,548 - $2,125
17 New
17 $2,000

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 $228B
  • 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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