A detailed history of Modern Wealth Management, LLC transactions in American Express CO stock. As of the latest transaction made, Modern Wealth Management, LLC holds 45,591 shares of AXP stock, worth $15.6 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares
45,591
Previous 5,327 755.85%
Holding current value
$15.6 Million
Previous $1.7 Million 891210.01%
% of portfolio
0.3%
Previous 0.0%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025

BUY
$294.27 - $342.31 $11.8 Million - $13.8 Million
40,264 Added 755.85%
45,591 $15.1 Billion
Q2 2025

Nov 12, 2025

SELL
$231.39 - $318.98 $3,239 - $4,465
-14 Reduced 0.26%
5,327 $1.7 Million
Q2 2025

Aug 14, 2025

BUY
$231.39 - $318.98 $97,183 - $133,971
420 Added 8.53%
5,341 $1.7 Million
Q1 2025

May 30, 2025

BUY
$255.39 - $325.87 $255 - $325
1 Added 0.02%
4,921 $1.32 Million
Q1 2025

May 15, 2025

SELL
$255.39 - $325.87 $1,021 - $1,303
-4 Reduced 0.08%
4,920 $1.32 Billion
Q4 2024

May 30, 2025

SELL
$267.35 - $305.57 $9,089 - $10,389
-34 Reduced 0.69%
4,886 $1.45 Million
Q4 2024

May 29, 2025

SELL
$267.35 - $305.57 $9,089 - $10,389
-34 Reduced 0.69%
4,886 $1.45 Million
Q4 2024

Feb 11, 2025

BUY
$267.35 - $305.57 $235,268 - $268,901
880 Added 21.76%
4,924 $1.53 Billion
Q3 2024

May 30, 2025

SELL
$225.92 - $271.17 $197,905 - $237,544
-876 Reduced 17.8%
4,044 $1.1 Million
Q3 2024

May 29, 2025

SELL
$225.92 - $271.17 $197,905 - $237,544
-876 Reduced 17.8%
4,044 $1.1 Million
Q3 2024

Nov 05, 2024

BUY
$225.92 - $271.17 $17,169 - $20,608
76 Added 1.92%
4,044 $1.1 Billion
Q2 2024

May 29, 2025

SELL
$217.5 - $243.08 $207,060 - $231,412
-952 Reduced 19.35%
3,968 $918,000
Q2 2024

Aug 07, 2024

BUY
$217.5 - $243.08 $3,697 - $4,132
17 Added 0.43%
3,968 $919 Million
Q1 2024

May 28, 2025

SELL
$179.79 - $229.12 $184,644 - $235,306
-1,027 Reduced 20.87%
3,893 $886 Million
Q1 2024

May 13, 2024

BUY
$179.79 - $229.12 $67,421 - $85,920
375 Added 10.49%
3,951 $957 Million
Q4 2023

May 28, 2025

SELL
$141.31 - $187.8 $186,387 - $247,708
-1,319 Reduced 26.81%
3,601 $675 Million
Q4 2023

Feb 14, 2024

BUY
$141.31 - $187.8 $505,324 - $671,572
3,576 New
3,576 $670 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 $255B
  • 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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