A detailed history of Stone Point Wealth LLC transactions in American Express CO stock. As of the latest transaction made, Stone Point Wealth LLC holds 16,955 shares of AXP stock, worth $4.89 Million. This represents 1.51% of its overall portfolio holdings.

Number of Shares
16,955
Previous 17,442 2.79%
Holding current value
$4.89 Million
Previous $4.04 Million 13.84%
% of portfolio
1.51%
Previous 1.47%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024

SELL
$225.92 - $271.17 $110,023 - $132,059
-487 Reduced 2.79%
16,955 $4.6 Million
Q2 2024

Jul 30, 2024

SELL
$217.5 - $243.08 $64,162 - $71,708
-295 Reduced 1.66%
17,442 $4.04 Million
Q1 2024

May 01, 2024

SELL
$179.79 - $229.12 $234,446 - $298,772
-1,304 Reduced 6.85%
17,737 $4.04 Million
Q4 2023

Jan 26, 2024

SELL
$141.31 - $187.8 $143,429 - $190,617
-1,015 Reduced 5.06%
19,041 $3.57 Million
Q3 2023

Oct 25, 2023

SELL
$149.19 - $178.04 $52,365 - $62,492
-351 Reduced 1.72%
20,056 $2.99 Million
Q2 2023

Jul 25, 2023

BUY
$147.93 - $175.14 $76,923 - $91,072
520 Added 2.61%
20,407 $3.55 Million
Q1 2023

Apr 20, 2023

SELL
$146.42 - $181.33 $107,325 - $132,914
-733 Reduced 3.55%
19,887 $3.28 Million
Q4 2022

Jan 20, 2023

BUY
$136.81 - $157.67 $97,682 - $112,576
714 Added 3.59%
20,620 $0
Q3 2022

Nov 03, 2022

BUY
$134.91 - $165.84 $118,990 - $146,270
882 Added 4.64%
19,906 $2.69 Million
Q2 2022

Jul 19, 2022

BUY
$137.5 - $188.46 $245,437 - $336,401
1,785 Added 10.35%
19,024 $2.64 Million
Q1 2022

Apr 29, 2022

BUY
$158.74 - $198.38 $531,620 - $664,374
3,349 Added 24.11%
17,239 $3.22 Million
Q4 2021

Feb 10, 2022

BUY
$150.06 - $187.08 $2.08 Million - $2.6 Million
13,890 New
13,890 $2.27 Million

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 Stone Point Wealth LLC Portfolio

Follow Stone Point Wealth 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 Stone Point Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Stone Point Wealth LLC with notifications on news.