A detailed history of New Edge Wealth, LLC transactions in American Express CO stock. As of the latest transaction made, New Edge Wealth, LLC holds 24,631 shares of AXP stock, worth $7.08 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
24,631
Previous 17,215 43.08%
Holding current value
$7.08 Million
Previous $3.99 Million 67.56%
% of portfolio
0.12%
Previous 0.09%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$225.92 - $271.17 $1.68 Million - $2.01 Million
7,416 Added 43.08%
24,631 $6.68 Million
Q2 2024

Aug 01, 2024

SELL
$217.5 - $243.08 $154,642 - $172,829
-711 Reduced 3.97%
17,215 $3.99 Million
Q1 2024

May 06, 2024

BUY
$179.79 - $229.12 $252,964 - $322,371
1,407 Added 8.52%
17,926 $4.08 Million
Q4 2023

Jan 29, 2024

BUY
$141.31 - $187.8 $418,277 - $555,888
2,960 Added 21.83%
16,519 $3.09 Million
Q3 2023

Nov 08, 2023

BUY
$149.19 - $178.04 $59,377 - $70,859
398 Added 3.02%
13,559 $2.02 Million
Q2 2023

Aug 09, 2023

BUY
$147.93 - $175.14 $1.71 Million - $2.03 Million
11,577 Added 730.87%
13,161 $2.29 Million
Q1 2023

May 08, 2023

BUY
$146.42 - $181.33 $28,259 - $34,996
193 Added 13.87%
1,584 $261,000
Q4 2022

Feb 14, 2023

SELL
$136.81 - $157.67 $63,343 - $73,001
-463 Reduced 24.97%
1,391 $205,000
Q3 2022

Nov 14, 2022

SELL
$134.91 - $165.84 $338,893 - $416,590
-2,512 Reduced 57.54%
1,854 $250,000
Q2 2022

Aug 09, 2022

BUY
$137.5 - $188.46 $199,787 - $273,832
1,453 Added 49.88%
4,366 $605,000
Q1 2022

May 10, 2022

BUY
$158.74 - $198.38 $462,409 - $577,880
2,913 New
2,913 $545,000

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 $215B
  • 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 New Edge Wealth, LLC Portfolio

Follow New Edge Wealth, 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 New Edge Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on New Edge Wealth, LLC with notifications on news.