A detailed history of Zhang Financial LLC transactions in American Express CO stock. As of the latest transaction made, Zhang Financial LLC holds 7,233 shares of AXP stock, worth $1.7 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
7,233
Previous 5,379 34.47%
Holding current value
$1.7 Million
Previous $1.01 Million 63.46%
% of portfolio
0.12%
Previous 0.09%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 24, 2024

BUY
$179.79 - $229.12 $333,330 - $424,788
1,854 Added 34.47%
7,233 $1.65 Million
Q4 2023

Jan 31, 2024

BUY
$141.31 - $187.8 $47,480 - $63,100
336 Added 6.66%
5,379 $1.01 Million
Q3 2023

Oct 11, 2023

BUY
$149.19 - $178.04 $78,324 - $93,471
525 Added 11.62%
5,043 $752,000
Q2 2023

Jul 18, 2023

BUY
$147.93 - $175.14 $211,244 - $250,099
1,428 Added 46.21%
4,518 $787,000
Q1 2023

May 10, 2023

BUY
$146.42 - $181.33 $81,409 - $100,819
556 Added 21.94%
3,090 $509,000
Q4 2022

May 17, 2023

SELL
$136.81 - $157.67 $76,066 - $87,664
-556 Reduced 17.99%
2,534 $374,000
Q4 2022

Jan 17, 2023

BUY
$136.81 - $157.67 $41,727 - $48,089
305 Added 13.68%
2,534 $374,000
Q3 2022

Oct 18, 2022

BUY
$134.91 - $165.84 $404 - $497
3 Added 0.13%
2,229 $301,000
Q2 2022

Jul 14, 2022

BUY
$137.5 - $188.46 $87,450 - $119,860
636 Added 40.0%
2,226 $309,000
Q1 2022

Apr 21, 2022

BUY
$158.74 - $198.38 $252,396 - $315,424
1,590 New
1,590 $297,000
Q3 2015

May 24, 2019

SELL
N/A
-2,940 Closed
0 $0
Q4 2014

May 31, 2019

BUY
N/A
595 Added 25.37%
2,940 $274,000
Q3 2014

May 31, 2019

BUY
N/A
2,345
2,345 $205,000

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 $175B
  • 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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