A detailed history of Ridgecrest Wealth Partners, LLC transactions in American Express CO stock. As of the latest transaction made, Ridgecrest Wealth Partners, LLC holds 2,213 shares of AXP stock, worth $528,752. This represents 0.3% of its overall portfolio holdings.

Number of Shares
2,213
Previous 2,338 5.35%
Holding current value
$528,752
Previous $438,000 14.84%
% of portfolio
0.3%
Previous 0.29%

Shares

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

Apr 17, 2024

SELL
$179.79 - $229.12 $22,473 - $28,640
-125 Reduced 5.35%
2,213 $503,000
Q4 2023

Jan 09, 2024

BUY
$141.31 - $187.8 $51,154 - $67,983
362 Added 18.32%
2,338 $438,000
Q3 2023

Oct 25, 2023

SELL
$149.19 - $178.04 $1,491 - $1,780
-10 Reduced 0.5%
1,976 $294,000
Q2 2023

Jul 31, 2023

BUY
$147.93 - $175.14 $20,710 - $24,519
140 Added 7.58%
1,986 $345,000
Q1 2022

Apr 26, 2022

SELL
$158.74 - $198.38 $7,937 - $9,919
-50 Reduced 2.64%
1,846 $345,000
Q4 2021

Jan 19, 2022

BUY
$150.06 - $187.08 $22,509 - $28,062
150 Added 8.59%
1,896 $310,000
Q3 2021

Nov 03, 2021

BUY
$158.72 - $176.77 $277,125 - $308,640
1,746 New
1,746 $293,000

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 $179B
  • 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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