A detailed history of One Ascent Financial Services LLC transactions in American Express CO stock. As of the latest transaction made, One Ascent Financial Services LLC holds 1,467 shares of AXP stock, worth $429,831. This represents 0.29% of its overall portfolio holdings.

Number of Shares
1,467
Previous 1,776 17.4%
Holding current value
$429,831
Previous $411,000 3.16%
% of portfolio
0.29%
Previous 0.06%

Shares

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

Nov 07, 2024

SELL
$225.92 - $271.17 $69,809 - $83,791
-309 Reduced 17.4%
1,467 $398,000
Q2 2024

Jul 17, 2024

BUY
$217.5 - $243.08 $79,170 - $88,481
364 Added 25.78%
1,776 $411,000
Q1 2024

Apr 16, 2024

SELL
$179.79 - $229.12 $28,406 - $36,200
-158 Reduced 10.06%
1,412 $322,000
Q4 2023

Jan 11, 2024

SELL
$141.31 - $187.8 $255,347 - $339,354
-1,807 Reduced 53.51%
1,570 $294,000
Q3 2023

Oct 13, 2023

BUY
$149.19 - $178.04 $503,814 - $601,241
3,377 New
3,377 $504,000
Q1 2023

Apr 17, 2023

BUY
$146.42 - $181.33 $54,175 - $67,092
370 Added 10.5%
3,895 $642,000
Q4 2022

Jan 12, 2023

BUY
$136.81 - $157.67 $482,255 - $555,786
3,525 New
3,525 $521,000

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 $219B
  • 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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