A detailed history of Financial Perspectives, Inc transactions in American Express CO stock. As of the latest transaction made, Financial Perspectives, Inc holds 231 shares of AXP stock, worth $66,255. This represents 0.02% of its overall portfolio holdings.

Number of Shares
231
Previous 230 0.43%
Holding current value
$66,255
Previous $53.3 Million 17.26%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 17, 2024

BUY
$225.92 - $271.17 $225 - $271
1 Added 0.43%
231 $62.5 Million
Q1 2024

Apr 19, 2024

SELL
$179.79 - $229.12 $359 - $458
-2 Reduced 0.86%
230 $52.4 Million
Q4 2023

Feb 01, 2024

BUY
$141.31 - $187.8 $423 - $563
3 Added 1.31%
232 $43.4 Million
Q1 2023

Jan 09, 2024

BUY
$146.42 - $181.33 $146 - $181
1 Added 0.44%
229 $37.7 Million
Q2 2022

Jan 09, 2024

BUY
$137.5 - $188.46 $137 - $188
1 Added 0.44%
228 $31.6 Million
Q2 2021

Jan 09, 2024

SELL
$144.33 - $169.45 $4.59 Million - $5.39 Million
-31,825 Reduced 99.29%
227 $37.5 Million
Q1 2021

Jan 09, 2024

BUY
$114.09 - $150.27 $3.63 Million - $4.78 Million
31,826 Added 14082.3%
32,052 $227,000
Q2 2020

Jan 09, 2024

BUY
$73.6 - $113.67 $73 - $113
1 Added 0.44%
226 $21.5 Million
Q4 2019

Jan 09, 2024

BUY
$112.54 - $125.77 $25,321 - $28,298
225 New
225 $28 Million

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 Financial Perspectives, Inc Portfolio

Follow Financial Perspectives, Inc 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 Financial Perspectives, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Financial Perspectives, Inc with notifications on news.