A detailed history of Shepherd Financial Partners LLC transactions in American Express CO stock. As of the latest transaction made, Shepherd Financial Partners LLC holds 1,028 shares of AXP stock, worth $309,736. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,028
Previous 1,028 -0.0%
Holding current value
$309,736
Previous $238,000 16.81%
% of portfolio
0.03%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 07, 2024

SELL
$217.5 - $243.08 $4,132 - $4,618
-19 Reduced 1.81%
1,028 $238,000
Q1 2024

Apr 22, 2024

BUY
$179.79 - $229.12 $188,240 - $239,888
1,047 New
1,047 $238,000

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 $225B
  • 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 Shepherd Financial Partners LLC Portfolio

Follow Shepherd Financial Partners 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 Shepherd Financial Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Shepherd Financial Partners LLC with notifications on news.