A detailed history of Forum Financial Management, LP transactions in American Express CO stock. As of the latest transaction made, Forum Financial Management, LP holds 6,591 shares of AXP stock, worth $1.9 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
6,591
Previous 6,590 0.02%
Holding current value
$1.9 Million
Previous $1.53 Million 17.18%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Oct 29, 2024

BUY
$225.92 - $271.17 $225 - $271
1 Added 0.02%
6,591 $1.79 Million
Q2 2024

Jul 30, 2024

SELL
$217.5 - $243.08 $78,735 - $87,994
-362 Reduced 5.21%
6,590 $1.53 Million
Q4 2023

Feb 07, 2024

SELL
$141.31 - $187.8 $32,077 - $42,630
-227 Reduced 3.16%
6,952 $1.3 Million
Q3 2023

Nov 03, 2023

BUY
$149.19 - $178.04 $179,177 - $213,826
1,201 Added 20.09%
7,179 $1.07 Million
Q2 2023

Jul 26, 2023

BUY
$147.93 - $175.14 $71,450 - $84,592
483 Added 8.79%
5,978 $1.04 Million
Q1 2023

Apr 19, 2023

SELL
$146.42 - $181.33 $13,617 - $16,863
-93 Reduced 1.66%
5,495 $906,000
Q4 2022

Jan 24, 2023

BUY
$136.81 - $157.67 $14,091 - $16,240
103 Added 1.88%
5,588 $0
Q3 2022

Nov 07, 2022

BUY
$134.91 - $165.84 $9,443 - $11,608
70 Added 1.29%
5,485 $740,000
Q2 2022

Aug 15, 2022

BUY
$137.5 - $188.46 $41,250 - $56,538
300 Added 5.87%
5,415 $751,000
Q1 2022

May 16, 2022

SELL
$158.74 - $198.38 $37,303 - $46,619
-235 Reduced 4.39%
5,115 $956,000
Q4 2021

Feb 18, 2022

BUY
$150.06 - $187.08 $802,821 - $1 Million
5,350 New
5,350 $875,000

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 $215B
  • 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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