A detailed history of Sugarloaf Wealth Management, LLC transactions in American Express CO stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 42 shares of AXP stock, worth $9,899. This represents 0.0% of its overall portfolio holdings.

Number of Shares
42
Previous 42 -0.0%
Holding current value
$9,899
Previous $7,000 28.57%
% of portfolio
0.0%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 13, 2023

SELL
$147.93 - $175.14 $14,053 - $16,638
-95 Reduced 69.34%
42 $7,000
Q4 2022

Feb 03, 2023

SELL
$136.81 - $157.67 $136 - $157
-1 Reduced 0.72%
137 $20,000
Q3 2022

Oct 11, 2022

BUY
$134.91 - $165.84 $134 - $165
1 Added 0.73%
138 $19,000
Q3 2021

Oct 20, 2021

BUY
$158.72 - $176.77 $158 - $176
1 Added 0.74%
137 $23,000
Q1 2021

Apr 19, 2021

BUY
$114.09 - $150.27 $114 - $150
1 Added 0.74%
136 $19,000
Q4 2020

Feb 03, 2021

BUY
$91.07 - $125.04 $910 - $1,250
10 Added 8.0%
135 $16,000
Q3 2020

Nov 03, 2020

BUY
$90.57 - $107.27 $1,449 - $1,716
16 Added 14.68%
125 $13,000
Q1 2020

Apr 15, 2020

BUY
$68.96 - $136.93 $6,344 - $12,597
92 Added 541.18%
109 $9,000
Q4 2019

Jan 29, 2020

BUY
$112.54 - $125.77 $1,913 - $2,138
17 New
17 $2,000

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 $176B
  • 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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