Financial Gravity Asset Management, Inc. American Express CO Transaction History

Financial Gravity Asset Management, Inc.

$400 Billion
Q2 2024

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Jun 26, 2024	SELL	$179.79 - $229.12 $1,078 - $1,374	-6 Reduced 50.0%	6 $1.31 Million
Q1 2024 May 13, 2024	BUY	$179.79 - $229.12 $4,314 - $5,498	24 Added 126.32%	43 $9.52 Million
Q4 2023 Jun 26, 2024	SELL	$141.31 - $187.8 $4,380 - $5,821	-31 Reduced 72.09%	12 $2.24 Million
Q3 2023 Nov 15, 2023	SELL	$149.19 - $178.04 $23,124 - $27,596	-155 Reduced 89.08%	19 $2,000
Q2 2023 Aug 08, 2023	BUY	$147.93 - $175.14 $1,331 - $1,576	9 Added 5.45%	174 $18.7 Million
Q1 2023 May 12, 2023	BUY	$146.42 - $181.33 $2,489 - $3,082	17 Added 11.49%	165 $14.6 Million
Q4 2022 Feb 15, 2023	SELL	$136.81 - $157.67 $367,608 - $423,659	-2,687 Reduced 94.78%	148 $14.8 Million
Q3 2022 Nov 03, 2022	SELL	$134.91 - $165.84 $386,382 - $474,965	-2,864 Reduced 50.25%	2,835 $14.1 Million
Q2 2022 Aug 05, 2022	SELL	$137.5 - $188.46 $270,600 - $370,889	-1,968 Reduced 25.67%	5,699 $14.4 Million
Q1 2022 May 13, 2022	BUY	$158.74 - $198.38 $488,125 - $610,018	3,075 Added 66.96%	7,667 $24.8 Million
Q4 2021 Feb 11, 2022	BUY	$150.06 - $187.08 $676,920 - $843,917	4,511 Added 5569.14%	4,592 $12.9 Million
Q3 2021 Nov 12, 2021	SELL	$158.72 - $176.77 $158 - $176	-1 Reduced 1.22%	81 $168,000
Q2 2021 Aug 11, 2021	SELL	$144.33 - $169.45 $1,154 - $1,355	-8 Reduced 8.89%	82 $165,000
Q1 2021 May 17, 2021	BUY	$114.09 - $150.27 $2,966 - $3,907	26 Added 40.63%	90 $12.7 Million
Q4 2020 Feb 16, 2021	BUY	$91.07 - $125.04 $5,828 - $8,002	64 New	64 $7,000
Q2 2020 Aug 13, 2020	SELL	$73.6 - $113.67 $34,812 - $53,765	-473 Closed	0 $0
Q1 2020 May 12, 2020	SELL	$68.96 - $136.93 $18,619 - $36,971	-270 Reduced 36.34%	473 $40,000
Q4 2019 Feb 28, 2020	SELL	$112.54 - $125.77 $54,581 - $60,998	-485 Reduced 39.5%	743 $124,000
Q3 2019 Oct 15, 2019	SELL	$116.8 - $128.57 $66,926 - $73,670	-573 Reduced 31.82%	1,228 $145,000
Q2 2019 Jul 26, 2019	SELL	$109.85 - $124.92 $45,368 - $51,591	-413 Reduced 18.65%	1,801 $222,000
Q1 2019 Apr 19, 2019	BUY	$93.43 - $113.55 $11,305 - $13,739	121 Added 5.78%	2,214 $247,000
Q3 2018 Oct 31, 2018	BUY	$97.84 - $111.11 $18,491 - $20,999	189 Added 9.93%	2,093 $212,000
Q2 2018 Aug 14, 2018	BUY	$91.0 - $102.7 $107,744 - $121,596	1,184 Added 164.44%	1,904 $193,000
Q1 2018 May 23, 2018	BUY	$88.34 - $101.64 $63,604 - $73,180	720 New	720 $70,000

Others Institutions Holding AXP

# of Institutions

2,689

Shares Held

573M

Call Options Held

9.43M

Put Options Held

8.32M

Warren Buffett Berkshire Hathaway Inc | Omaha, Ne

152M
Shares

$44.4 Billion
15.64% of portfolio
Vanguard Group Inc Valley Forge, PA

45.1M
Shares

$13.2 Billion
0.22% of portfolio
Black Rock Inc. New York, NY

41.9M
Shares

$12.3 Billion
0.22% of portfolio
State Street Corp Boston, MA

29.3M
Shares

$8.58 Billion
0.33% of portfolio
Wellington Management Group LLP Boston, MA

16.1M
Shares

$4.71 Billion
0.78% of portfolio

View Full List

About AMERICAN EXPRESS CO

Ticker AXP
Exchange NYSE
Sector Financial Services
Industry Credit Services
Shares Outstandng 747,233,024
Market Cap $219B
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

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial Gravity Asset Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Financial Gravity Asset Management, Inc. with notifications on news.

Account