A detailed history of Lodestone Wealth Management LLC transactions in American Express CO stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 16,543 shares of AXP stock, worth $3.88 Million. This represents 1.98% of its overall portfolio holdings.

Number of Shares
16,543
Previous 16,687 0.86%
Holding current value
$3.88 Million
Previous $3.13 Billion 20.49%
% of portfolio
1.98%
Previous 1.81%

Shares

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

Apr 30, 2024

SELL
$179.79 - $229.12 $25,889 - $32,993
-144 Reduced 0.86%
16,543 $3.77 Billion
Q4 2023

Jan 24, 2024

SELL
$141.31 - $187.8 $19,783 - $26,292
-140 Reduced 0.83%
16,687 $3.13 Billion
Q3 2023

Oct 20, 2023

SELL
$149.19 - $178.04 $76,086 - $90,800
-510 Reduced 2.94%
16,827 $2.51 Billion
Q2 2023

Jul 25, 2023

BUY
$147.93 - $175.14 $395,860 - $468,674
2,676 Added 18.25%
17,337 $3.02 Billion
Q1 2023

May 15, 2023

SELL
$146.42 - $181.33 $22,402 - $27,743
-153 Reduced 1.03%
14,661 $2.42 Billion
Q4 2022

Feb 09, 2023

BUY
$136.81 - $157.67 $2.03 Million - $2.34 Million
14,814 New
14,814 $2.19 Billion

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 $175B
  • 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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