Monterey Private Wealth, Inc. American Express CO Transaction History
Monterey Private Wealth, Inc.
- $338 Million
- Q1 2025
A detailed history of Monterey Private Wealth, Inc. transactions in American Express CO stock. As of the latest transaction made, Monterey Private Wealth, Inc. holds 1,570 shares of AXP stock, worth $518,476. This represents 0.13% of its overall portfolio holdings.
Number of Shares
1,570
Previous 1,568
0.13%
Holding current value
$518,476
Previous $465,000
9.25%
% of portfolio
0.13%
Previous 0.15%
Shares
3 transactions
Others Institutions Holding AXP
# of Institutions
3,084Shares Held
596MCall Options Held
6.76MPut Options Held
5.81M-
Warren Buffett Berkshire Hathaway Inc | Omaha, Ne152MShares$50.1 Billion19.11% of portfolio
-
Vanguard Group Inc Valley Forge, PA46.4MShares$15.3 Billion0.25% of portfolio
-
Black Rock Inc. New York, NY41.9MShares$13.8 Billion0.22% of portfolio
-
State Street Corp Boston, MA29.4MShares$9.72 Billion0.36% of portfolio
-
Jpmorgan Chase & CO New York, NY18.4MShares$6.06 Billion0.39% of portfolio
About AMERICAN EXPRESS CO
- Ticker AXP
- Exchange NYSE
- Sector Financial Services
- Industry Credit Services
- Shares Outstandng 747,233,024
- Market Cap $247B
- 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...