A detailed history of True Wealth Advisors, LLC transactions in American Express CO stock. As of the latest transaction made, True Wealth Advisors, LLC holds 1,912 shares of AXP stock, worth $560,216. This represents 0.19% of its overall portfolio holdings.

Number of Shares
1,912
Previous 1,950 1.95%
Holding current value
$560,216
Previous $451,000 14.86%
% of portfolio
0.19%
Previous 0.18%

Shares

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

Oct 29, 2024

SELL
$225.92 - $271.17 $8,584 - $10,304
-38 Reduced 1.95%
1,912 $518,000
Q2 2024

Jul 24, 2024

BUY
$217.5 - $243.08 $95,047 - $106,225
437 Added 28.88%
1,950 $451,000
Q1 2024

Apr 23, 2024

BUY
$179.79 - $229.12 $78,208 - $99,667
435 Added 40.35%
1,513 $344,000
Q4 2023

Feb 08, 2024

BUY
$141.31 - $187.8 $152,332 - $202,448
1,078 New
1,078 $201,000
Q2 2022

Jul 27, 2022

SELL
$137.5 - $188.46 $192,362 - $263,655
-1,399 Closed
0 $0
Q1 2022

May 05, 2022

SELL
$158.74 - $198.38 $6,349 - $7,935
-40 Reduced 2.78%
1,399 $229,000
Q1 2022

May 04, 2022

BUY
$158.74 - $198.38 $6,349 - $7,935
40 Added 2.86%
1,439 $248,000
Q4 2021

Feb 02, 2022

BUY
$150.06 - $187.08 $209,933 - $261,724
1,399 New
1,399 $229,000

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 $219B
  • 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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