A detailed history of Surevest, LLC transactions in American Express CO stock. As of the latest transaction made, Surevest, LLC holds 773 shares of AXP stock, worth $222,345. This represents 0.03% of its overall portfolio holdings.

Number of Shares
773
Previous 1,066 27.49%
Holding current value
$222,345
Previous $148,000 29.73%
% of portfolio
0.03%
Previous 0.04%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 14, 2022

SELL
$134.91 - $165.84 $39,528 - $48,591
-293 Reduced 27.49%
773 $104,000
Q2 2022

Aug 15, 2022

BUY
$137.5 - $188.46 $18,150 - $24,876
132 Added 14.13%
1,066 $148,000
Q1 2022

May 16, 2022

BUY
$158.74 - $198.38 $158 - $198
1 Added 0.11%
934 $175,000
Q4 2021

Feb 11, 2022

BUY
$150.06 - $187.08 $140,005 - $174,545
933 New
933 $153,000
Q1 2019

Apr 09, 2019

SELL
$93.43 - $113.55 $249,271 - $302,951
-2,668 Closed
0 $0
Q4 2018

Feb 20, 2019

BUY
$89.5 - $112.89 $238,786 - $301,190
2,668 New
2,668 $254,000

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 Surevest, LLC Portfolio

Follow Surevest, 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 Surevest, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Surevest, LLC with notifications on news.