A detailed history of Kapstone Financial Advisors LLC transactions in American Express CO stock. As of the latest transaction made, Kapstone Financial Advisors LLC holds 1,227 shares of AXP stock, worth $359,474. This represents 0.2% of its overall portfolio holdings.

Number of Shares
1,227
Previous 1,227 -0.0%
Holding current value
$359,474
Previous $284 Million 17.06%
% of portfolio
0.2%
Previous 0.19%

Shares

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

Aug 02, 2024

SELL
$217.5 - $243.08 $16,965 - $18,960
-78 Reduced 5.98%
1,227 $284 Million
Q4 2023

Feb 05, 2024

SELL
$141.31 - $187.8 $7,630 - $10,141
-54 Reduced 3.97%
1,305 $245 Million
Q4 2022

Feb 15, 2023

BUY
$136.81 - $157.67 $185,924 - $214,273
1,359 New
1,359 $235 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 $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
Track This Portfolio

Track Kapstone Financial Advisors LLC Portfolio

Follow Kapstone Financial Advisors LLC 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 Kapstone Financial Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kapstone Financial Advisors LLC with notifications on news.