A detailed history of Paragon Private Wealth Management, LLC transactions in American Express CO stock. As of the latest transaction made, Paragon Private Wealth Management, LLC holds 4,599 shares of AXP stock, worth $1.08 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares
4,599
Previous 4,458 3.16%
Holding current value
$1.08 Million
Previous $835,000 25.39%
% of portfolio
0.64%
Previous 0.6%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024

BUY
$179.79 - $229.12 $25,350 - $32,305
141 Added 3.16%
4,599 $1.05 Million
Q4 2023

Feb 09, 2024

SELL
$141.31 - $187.8 $64,437 - $85,636
-456 Reduced 9.28%
4,458 $835,000
Q3 2023

Nov 13, 2023

SELL
$149.19 - $178.04 $182,757 - $218,099
-1,225 Reduced 19.95%
4,914 $733,000
Q2 2023

Aug 03, 2023

SELL
$147.93 - $175.14 $112,574 - $133,281
-761 Reduced 11.03%
6,139 $1.07 Million
Q1 2023

Apr 17, 2023

BUY
$146.42 - $181.33 $29,576 - $36,628
202 Added 3.02%
6,900 $1.14 Million
Q4 2022

Feb 13, 2023

BUY
$136.81 - $157.67 $52,124 - $60,072
381 Added 6.03%
6,698 $989,000
Q3 2022

Nov 02, 2022

BUY
$134.91 - $165.84 $59,630 - $73,301
442 Added 7.52%
6,317 $929,000
Q2 2022

Jul 18, 2022

BUY
$137.5 - $188.46 $18,012 - $24,688
131 Added 2.28%
5,875 $814,000
Q1 2022

Jun 13, 2022

BUY
$158.74 - $198.38 $158,422 - $197,983
998 Added 21.03%
5,744 $959,000
Q4 2021

Jun 08, 2022

BUY
$150.06 - $187.08 $712,184 - $887,881
4,746 New
4,746 $776,000

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 $176B
  • 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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