A detailed history of Mittelman Wealth Management transactions in American Express CO stock. As of the latest transaction made, Mittelman Wealth Management holds 5,229 shares of AXP stock, worth $1.41 Million. This represents 0.78% of its overall portfolio holdings.

Number of Shares
5,229
Previous 5,354 2.33%
Holding current value
$1.41 Million
Previous $1.22 Billion 0.68%
% of portfolio
0.78%
Previous 0.83%

Shares

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

Aug 12, 2024

SELL
$217.5 - $243.08 $27,187 - $30,385
-125 Reduced 2.33%
5,229 $1.21 Billion
Q1 2024

May 06, 2024

BUY
$179.79 - $229.12 $962,595 - $1.23 Million
5,354 New
5,354 $1.22 Billion

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 $202B
  • 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 Mittelman Wealth Management Portfolio

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

News

Stay updated on Mittelman Wealth Management with notifications on news.