A detailed history of Foundations Investment Advisors, LLC transactions in American Express CO stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 12,585 shares of AXP stock, worth $3.41 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
12,585
Previous 13,307 5.43%
Holding current value
$3.41 Million
Previous $3.03 Million 3.8%
% of portfolio
0.08%
Previous 0.08%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 02, 2024

SELL
$217.5 - $243.08 $157,035 - $175,503
-722 Reduced 5.43%
12,585 $2.91 Million
Q1 2024

May 13, 2024

BUY
$179.79 - $229.12 $549,438 - $700,190
3,056 Added 29.81%
13,307 $3.03 Million
Q4 2023

Feb 08, 2024

BUY
$141.31 - $187.8 $80,970 - $107,609
573 Added 5.92%
10,251 $1.92 Million
Q3 2023

Oct 05, 2023

BUY
$149.19 - $178.04 $355,967 - $424,803
2,386 Added 32.72%
9,678 $1.44 Million
Q2 2023

Jul 19, 2023

BUY
$147.93 - $175.14 $478,553 - $566,577
3,235 Added 79.74%
7,292 $1.27 Million
Q1 2023

Apr 25, 2023

SELL
$146.42 - $181.33 $137,195 - $169,906
-937 Reduced 18.76%
4,057 $669,000
Q4 2022

Jan 11, 2023

BUY
$136.81 - $157.67 $294,688 - $339,621
2,154 Added 75.85%
4,994 $0
Q3 2022

Oct 19, 2022

BUY
$134.91 - $165.84 $126,410 - $155,392
937 Added 49.24%
2,840 $383,000
Q2 2022

Jul 08, 2022

BUY
$137.5 - $188.46 $98,312 - $134,748
715 Added 60.19%
1,903 $263,000
Q1 2022

Apr 19, 2022

SELL
$158.74 - $198.38 $12,857 - $16,068
-81 Reduced 6.38%
1,188 $215,000
Q4 2021

Jan 21, 2022

BUY
$150.06 - $187.08 $190,426 - $237,404
1,269 New
1,269 $221,000
Q3 2019

Oct 07, 2019

SELL
$116.8 - $128.57 $202,881 - $223,326
-1,737 Closed
0 $0
Q2 2019

Jul 08, 2019

BUY
$109.85 - $124.92 $190,809 - $216,986
1,737 New
1,737 $219,000

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 $203B
  • 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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