A detailed history of Wealth Management Partners, LLC transactions in American Express CO stock. As of the latest transaction made, Wealth Management Partners, LLC holds 1,220 shares of AXP stock, worth $367,586. This represents 0.16% of its overall portfolio holdings.

Number of Shares
1,220
Previous 1,220 -0.0%
Holding current value
$367,586
Previous $282,000 17.02%
% of portfolio
0.16%
Previous 0.14%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 12, 2024

BUY
$217.5 - $243.08 $217 - $243
1 Added 0.08%
1,220 $282,000
Q4 2023

Jan 10, 2024

BUY
$141.31 - $187.8 $172,256 - $228,928
1,219 New
1,219 $228,000
Q2 2023

Jul 24, 2023

SELL
$147.93 - $175.14 $14,793 - $17,514
-100 Reduced 7.59%
1,218 $212,000
Q1 2023

Apr 14, 2023

BUY
$146.42 - $181.33 $192,981 - $238,992
1,318 New
1,318 $217,000
Q2 2022

Jul 15, 2022

SELL
$137.5 - $188.46 $137,500 - $188,460
-1,000 Closed
0 $0
Q1 2022

Apr 13, 2022

BUY
$158.74 - $198.38 $158,740 - $198,380
1,000 New
1,000 $228,000
Q4 2021

Jan 19, 2022

SELL
$150.06 - $187.08 $182,472 - $227,489
-1,216 Closed
0 $0
Q2 2021

Jul 14, 2021

BUY
$144.33 - $169.45 $175,505 - $206,051
1,216 New
1,216 $201,000

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 $225B
  • 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 Wealth Management Partners, LLC Portfolio

Follow Wealth Management Partners, 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 Wealth Management Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Management Partners, LLC with notifications on news.