A detailed history of Jamison Private Wealth Management, Inc. transactions in American Express CO stock. As of the latest transaction made, Jamison Private Wealth Management, Inc. holds 4,165 shares of AXP stock, worth $1.25 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
4,165
Previous 4,164 0.02%
Holding current value
$1.25 Million
Previous $964 Million 17.15%
% of portfolio
0.17%
Previous 0.16%

Shares

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

Oct 15, 2024

BUY
$225.92 - $271.17 $225 - $271
1 Added 0.02%
4,165 $1.13 Billion
Q2 2024

Jul 11, 2024

SELL
$217.5 - $243.08 $133,980 - $149,737
-616 Reduced 12.89%
4,164 $964 Million
Q1 2024

Apr 26, 2024

BUY
$179.79 - $229.12 $1,438 - $1,832
8 Added 0.17%
4,780 $1.09 Billion
Q4 2023

Jan 17, 2024

SELL
$141.31 - $187.8 $12,717 - $16,902
-90 Reduced 1.85%
4,772 $894 Million
Q3 2023

Jan 05, 2024

BUY
$149.19 - $178.04 $725,361 - $865,630
4,862 New
4,862 $725 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 $225B
  • 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 Jamison Private Wealth Management, Inc. Portfolio

Follow Jamison Private Wealth Management, 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 Jamison Private Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Jamison Private Wealth Management, Inc. with notifications on news.