A detailed history of Exencial Wealth Advisors, LLC transactions in American Express CO stock. As of the latest transaction made, Exencial Wealth Advisors, LLC holds 1,728 shares of AXP stock, worth $546,652. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,728
Previous 1,786 3.25%
Holding current value
$546,652
Previous $413,000 13.32%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 31, 2024

SELL
$225.92 - $271.17 $13,103 - $15,727
-58 Reduced 3.25%
1,728 $468,000
Q2 2024

Aug 12, 2024

SELL
$217.5 - $243.08 $23,925 - $26,738
-110 Reduced 5.8%
1,786 $413,000
Q1 2024

May 10, 2024

SELL
$179.79 - $229.12 $9,888 - $12,601
-55 Reduced 2.82%
1,896 $431,000
Q4 2023

Feb 13, 2024

BUY
$141.31 - $187.8 $275,695 - $366,397
1,951 New
1,951 $365,000
Q2 2022

Aug 11, 2022

SELL
$137.5 - $188.46 $155,650 - $213,336
-1,132 Closed
0 $0
Q1 2022

May 12, 2022

BUY
$158.74 - $198.38 $179,693 - $224,566
1,132 New
1,132 $212,000

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 $236B
  • 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 Exencial Wealth Advisors, LLC Portfolio

Follow Exencial Wealth Advisors, 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 Exencial Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Exencial Wealth Advisors, LLC with notifications on news.