A detailed history of Smart Wealth LLC transactions in American Express CO stock. As of the latest transaction made, Smart Wealth LLC holds 780 shares of AXP stock, worth $266,175. This represents 0.1% of its overall portfolio holdings.

Number of Shares
780
Previous 640 21.88%
Holding current value
$266,175
Previous $204 Million 26.9%
% of portfolio
0.1%
Previous 0.06%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025

BUY
$294.27 - $342.31 $41,197 - $47,923
140 Added 21.88%
780 $259 Million
Q2 2025

Aug 13, 2025

SELL
$231.39 - $318.98 $783,255 - $1.08 Million
-3,385 Reduced 84.1%
640 $204 Million
Q1 2025

Apr 29, 2025

BUY
$255.39 - $325.87 $1.03 Million - $1.31 Million
4,025 New
4,025 $1.08 Billion

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 $255B
  • 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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