A detailed history of Ever Source Wealth Advisors, LLC transactions in American Express CO stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 3,164 shares of AXP stock, worth $953,439. This represents 0.06% of its overall portfolio holdings.

Number of Shares
3,164
Previous 3,481 9.11%
Holding current value
$953,439
Previous $806,000 6.33%
% of portfolio
0.06%
Previous 0.05%

Shares

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

Nov 08, 2024

SELL
$225.92 - $271.17 $71,616 - $85,960
-317 Reduced 9.11%
3,164 $857,000
Q2 2024

Aug 13, 2024

BUY
$217.5 - $243.08 $128,325 - $143,417
590 Added 20.41%
3,481 $806,000
Q1 2024

Jun 11, 2024

SELL
$179.79 - $229.12 $3,775 - $4,811
-21 Reduced 0.72%
2,891 $658,000
Q4 2023

Feb 09, 2024

BUY
$141.31 - $187.8 $29,251 - $38,874
207 Added 7.65%
2,912 $545,000
Q3 2023

Nov 03, 2023

SELL
$149.19 - $178.04 $32,821 - $39,168
-220 Reduced 7.52%
2,705 $403,000
Q2 2023

Aug 04, 2023

BUY
$147.93 - $175.14 $27,219 - $32,225
184 Added 6.71%
2,925 $509,000
Q1 2023

May 11, 2023

BUY
$146.42 - $181.33 $57,103 - $70,718
390 Added 16.59%
2,741 $452,000
Q4 2022

Feb 09, 2023

BUY
$136.81 - $157.67 $165,403 - $190,623
1,209 Added 105.87%
2,351 $347,000
Q3 2022

Nov 07, 2022

BUY
$134.91 - $165.84 $53,559 - $65,838
397 Added 53.29%
1,142 $154,000
Q2 2022

Aug 01, 2022

BUY
$137.5 - $188.46 $45,925 - $62,945
334 Added 81.27%
745 $103,000
Q1 2022

May 25, 2022

BUY
$158.74 - $198.38 $4,285 - $5,356
27 Added 7.03%
411 $77,000
Q4 2021

Feb 07, 2022

BUY
$150.06 - $187.08 $57,623 - $71,838
384 New
384 $63,000

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 $225B
  • 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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