A detailed history of Willner & Heller, LLC transactions in American Express CO stock. As of the latest transaction made, Willner & Heller, LLC holds 745 shares of AXP stock, worth $254,231. This represents 0.2% of its overall portfolio holdings.

Number of Shares
745
Previous 728 2.34%
Holding current value
$254,231
Previous $232,000 6.47%
% of portfolio
0.2%
Previous 0.2%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 16, 2025

BUY
$294.27 - $342.31 $5,002 - $5,819
17 Added 2.34%
745 $247,000
Q2 2025

Jul 21, 2025

SELL
$231.39 - $318.98 $151,791 - $209,250
-656 Reduced 47.4%
728 $232,000
Q1 2025

May 05, 2025

BUY
$255.39 - $325.87 $7,150 - $9,124
28 Added 2.06%
1,384 $372,000
Q4 2024

Jan 16, 2025

BUY
$267.35 - $305.57 $19,516 - $22,306
73 Added 5.69%
1,356 $402,000
Q3 2024

Oct 10, 2024

BUY
$225.92 - $271.17 $44,280 - $53,149
196 Added 18.03%
1,283 $347,000
Q2 2024

Jul 19, 2024

BUY
$217.5 - $243.08 $9,352 - $10,452
43 Added 4.12%
1,087 $251,000
Q1 2024

Jul 19, 2024

BUY
$179.79 - $229.12 $187,700 - $239,201
1,044 New
1,044 $237,000

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 $255B
  • 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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