A detailed history of Spartan Planning & Wealth Management transactions in American Express CO stock. As of the latest transaction made, Spartan Planning & Wealth Management holds 1,147 shares of AXP stock, worth $329,923. This represents 0.24% of its overall portfolio holdings.

Number of Shares
1,147
Holding current value
$329,923
% of portfolio
0.24%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Mar 12, 2024

BUY
$141.31 - $187.8 $162,082 - $215,406
1,147 New
1,147 $214,000
Q4 2022

Feb 01, 2023

BUY
$136.81 - $157.67 $1,094 - $1,261
8 New
8 $1,000
Q2 2022

Aug 10, 2022

SELL
$137.5 - $188.46 $435,462 - $596,852
-3,167 Closed
0 $0
Q1 2022

May 16, 2022

BUY
$158.74 - $198.38 $502,729 - $628,269
3,167 New
3,167 $592,000

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 $215B
  • 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 Spartan Planning & Wealth Management Portfolio

Follow Spartan Planning & Wealth Management 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 Spartan Planning & Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Spartan Planning & Wealth Management with notifications on news.