A detailed history of First Purpose Wealth LLC transactions in American Express CO stock. As of the latest transaction made, First Purpose Wealth LLC holds 3,007 shares of AXP stock, worth $880,960. This represents 0.25% of its overall portfolio holdings.

Number of Shares
3,007
Previous 3,110 3.31%
Holding current value
$880,960
Previous $582,000 17.53%
% of portfolio
0.25%
Previous 0.23%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 22, 2024

SELL
$179.79 - $229.12 $18,518 - $23,599
-103 Reduced 3.31%
3,007 $684,000
Q4 2023

Apr 22, 2024

BUY
$141.31 - $187.8 $8,619 - $11,455
61 Added 2.0%
3,110 $582,000
Q3 2023

Oct 30, 2023

BUY
$149.19 - $178.04 $4,475 - $5,341
30 Added 0.99%
3,049 $454,000
Q2 2023

Jul 21, 2023

SELL
$147.93 - $175.14 $16,272 - $19,265
-110 Reduced 3.52%
3,019 $525,000
Q1 2023

May 03, 2023

BUY
$146.42 - $181.33 $11,860 - $14,687
81 Added 2.66%
3,129 $516,000
Q4 2022

Jan 26, 2023

BUY
$136.81 - $157.67 $10,807 - $12,455
79 Added 2.66%
3,048 $0
Q3 2022

Oct 24, 2022

SELL
$134.91 - $165.84 $32,108 - $39,469
-238 Reduced 7.42%
2,969 $401,000
Q2 2022

Jul 25, 2022

BUY
$137.5 - $188.46 $28,462 - $39,011
207 Added 6.9%
3,207 $445,000
Q1 2022

Apr 18, 2022

SELL
$158.74 - $198.38 $57,146 - $71,416
-360 Reduced 10.71%
3,000 $561,000
Q4 2021

Feb 24, 2022

BUY
$150.06 - $187.08 $504,201 - $628,588
3,360 New
3,360 $550,000

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 $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
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