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 $236,205. This represents 0.03% of its overall portfolio holdings.

Number of Shares
773
Previous 1,066 27.49%
Holding current value
$236,205
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 $228B
  • 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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