A detailed history of Goal Vest Advisory LLC transactions in American Express CO stock. As of the latest transaction made, Goal Vest Advisory LLC holds 326 shares of AXP stock, worth $99,615. This represents 0.03% of its overall portfolio holdings.

Number of Shares
326
Previous 326 -0.0%
Holding current value
$99,615
Previous $75,000 17.33%
% of portfolio
0.03%
Previous 0.02%

Shares

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

Apr 15, 2024

BUY
$179.79 - $229.12 $18,338 - $23,370
102 Added 45.54%
326 $74,000
Q4 2023

Jan 02, 2024

SELL
$141.31 - $187.8 $9,326 - $12,394
-66 Reduced 22.76%
224 $41,000
Q3 2023

Oct 10, 2023

BUY
$149.19 - $178.04 $9,697 - $11,572
65 Added 28.89%
290 $43,000
Q1 2023

Apr 03, 2023

BUY
$146.42 - $181.33 $1,757 - $2,175
12 Added 5.63%
225 $37,000
Q3 2022

Oct 11, 2022

SELL
$134.91 - $165.84 $548,139 - $673,807
-4,063 Reduced 95.02%
213 $29,000
Q2 2022

Jul 06, 2022

SELL
$137.5 - $188.46 $10,587 - $14,511
-77 Reduced 1.77%
4,276 $597,000
Q1 2022

May 03, 2022

SELL
$158.74 - $198.38 $91,275 - $114,068
-575 Reduced 11.67%
4,353 $814,000
Q2 2021

Sep 01, 2021

BUY
$144.33 - $169.45 $126,721 - $148,777
878 Added 21.68%
4,928 $814,000
Q1 2021

May 13, 2021

BUY
$114.09 - $150.27 $12,093 - $15,928
106 Added 2.69%
4,050 $573,000
Q4 2020

Jan 28, 2021

BUY
$91.07 - $125.04 $359,180 - $493,157
3,944 New
3,944 $477,000

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 $228B
  • 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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