A detailed history of Marshall & Sterling Wealth Advisors Inc. transactions in American Express CO stock. As of the latest transaction made, Marshall & Sterling Wealth Advisors Inc. holds 1,953 shares of AXP stock, worth $631,053. This represents 0.42% of its overall portfolio holdings.

Number of Shares
1,953
Previous 1,910 2.25%
Holding current value
$631,053
Previous $514 Million 20.23%
% of portfolio
0.42%
Previous 0.35%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025

BUY
$231.39 - $318.98 $9,949 - $13,716
43 Added 2.25%
1,953 $618 Million
Q1 2025

May 15, 2025

SELL
$255.39 - $325.87 $46,991 - $59,960
-184 Reduced 8.79%
1,910 $514 Million
Q4 2024

Feb 14, 2025

BUY
$267.35 - $305.57 $559,830 - $639,863
2,094 New
2,094 $621 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 $241B
  • 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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