A detailed history of Accurate Wealth Management, LLC transactions in American Express CO stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 2,235 shares of AXP stock, worth $678,233. This represents 0.13% of its overall portfolio holdings.

Number of Shares
2,235
Previous 2,055 8.76%
Holding current value
$678,233
Previous $475,000 27.58%
% of portfolio
0.13%
Previous 0.11%

Shares

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

Oct 17, 2024

BUY
$225.92 - $271.17 $40,665 - $48,810
180 Added 8.76%
2,235 $606,000
Q2 2024

Jul 17, 2024

BUY
$217.5 - $243.08 $12,397 - $13,855
57 Added 2.85%
2,055 $475,000
Q1 2024

Apr 22, 2024

SELL
$179.79 - $229.12 $10,967 - $13,976
-61 Reduced 2.96%
1,998 $454,000
Q4 2023

Jan 12, 2024

BUY
$141.31 - $187.8 $28,262 - $37,560
200 Added 10.76%
2,059 $385,000
Q3 2023

Oct 23, 2023

BUY
$149.19 - $178.04 $40,430 - $48,248
271 Added 17.07%
1,859 $277,000
Q2 2023

Jul 24, 2023

BUY
$147.93 - $175.14 $9,319 - $11,033
63 Added 4.13%
1,588 $276,000
Q1 2023

Apr 13, 2023

BUY
$146.42 - $181.33 $96,637 - $119,677
660 Added 76.3%
1,525 $251,000
Q4 2022

Jan 11, 2023

BUY
$136.81 - $157.67 $118,340 - $136,384
865 New
865 $0

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 $227B
  • 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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