A detailed history of Epg Wealth Management LLC transactions in American Express CO stock. As of the latest transaction made, Epg Wealth Management LLC holds 1,305 shares of AXP stock, worth $374,365. This represents 0.09% of its overall portfolio holdings.

Number of Shares
1,305
Previous 0 Infinity%
Holding current value
$374,365
Previous $0 Infinity%
% of portfolio
0.09%
Previous 100.0%

Shares

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

Nov 13, 2024

BUY
$225.92 - $271.17 $294,825 - $353,876
1,305 New
1,305 $354 Million
Q2 2024

Aug 13, 2024

SELL
$217.5 - $243.08 $320,160 - $357,813
-1,472 Closed
0 $0
Q4 2023

Feb 14, 2024

SELL
$141.31 - $187.8 $14,837 - $19,719
-105 Reduced 6.66%
1,472 $275,000
Q3 2023

Nov 13, 2023

BUY
$149.19 - $178.04 $298 - $356
2 Added 0.13%
1,577 $235,000
Q2 2023

Aug 15, 2023

SELL
$147.93 - $175.14 $5,473 - $6,480
-37 Reduced 2.3%
1,575 $274,000
Q1 2023

May 15, 2023

BUY
$146.42 - $181.33 $236,029 - $292,303
1,612 New
1,612 $265,000
Q2 2022

Aug 15, 2022

SELL
$137.5 - $188.46 $192,775 - $264,220
-1,402 Closed
0 $0
Q1 2022

May 10, 2022

SELL
$158.74 - $198.38 $175,407 - $219,209
-1,105 Reduced 44.08%
1,402 $262,000
Q4 2021

Feb 14, 2022

BUY
$150.06 - $187.08 $37,515 - $46,770
250 Added 11.08%
2,507 $410,000
Q3 2021

Nov 15, 2021

SELL
$158.72 - $176.77 $7,142 - $7,954
-45 Reduced 1.95%
2,257 $378,000
Q2 2021

Aug 09, 2021

SELL
$144.33 - $169.45 $28,577 - $33,551
-198 Reduced 7.92%
2,302 $380,000
Q1 2021

May 10, 2021

BUY
$114.09 - $150.27 $798 - $1,051
7 Added 0.28%
2,500 $354,000
Q4 2020

Jan 29, 2021

SELL
$91.07 - $125.04 $14,753 - $20,256
-162 Reduced 6.1%
2,493 $301,000
Q3 2020

Nov 02, 2020

SELL
$90.57 - $107.27 $68,199 - $80,774
-753 Reduced 22.1%
2,655 $266,000
Q2 2020

Aug 06, 2020

BUY
$73.6 - $113.67 $121,660 - $187,896
1,653 Added 94.19%
3,408 $324,000
Q1 2020

May 05, 2020

BUY
$68.96 - $136.93 $90,475 - $179,652
1,312 Added 296.16%
1,755 $150,000
Q4 2019

Feb 14, 2020

BUY
$112.54 - $125.77 $49,855 - $55,716
443 New
443 $55,000

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 $214B
  • 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 Epg Wealth Management LLC Portfolio

Follow Epg Wealth Management 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 Epg Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Epg Wealth Management LLC with notifications on news.