A detailed history of Opal Wealth Advisors, LLC transactions in American Express CO stock. As of the latest transaction made, Opal Wealth Advisors, LLC holds 2,109 shares of AXP stock, worth $605,008. This represents 0.18% of its overall portfolio holdings.

Number of Shares
2,109
Previous 2,114 0.24%
Holding current value
$605,008
Previous $489,000 16.77%
% of portfolio
0.18%
Previous 0.16%

Shares

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

Oct 15, 2024

SELL
$225.92 - $271.17 $1,129 - $1,355
-5 Reduced 0.24%
2,109 $571,000
Q2 2024

Jul 12, 2024

SELL
$217.5 - $243.08 $6,307 - $7,049
-29 Reduced 1.35%
2,114 $489,000
Q1 2024

Apr 11, 2024

BUY
$179.79 - $229.12 $719 - $916
4 Added 0.19%
2,143 $487,000
Q4 2023

Jan 19, 2024

BUY
$141.31 - $187.8 $2,543 - $3,380
18 Added 0.85%
2,139 $400,000
Q3 2023

Oct 18, 2023

BUY
$149.19 - $178.04 $46,248 - $55,192
310 Added 17.12%
2,121 $316,000
Q2 2023

Jul 27, 2023

BUY
$147.93 - $175.14 $267,901 - $317,178
1,811 New
1,811 $315,000

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 $214B
  • 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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