A detailed history of Acorn Wealth Advisors, LLC transactions in American Express CO stock. As of the latest transaction made, Acorn Wealth Advisors, LLC holds 1,644 shares of AXP stock, worth $498,888. This represents 0.2% of its overall portfolio holdings.

Number of Shares
1,644
Previous 1,644 -0.0%
Holding current value
$498,888
Previous $380,000 17.11%
% of portfolio
0.2%
Previous 0.2%

Shares

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

Jul 30, 2024

BUY
$217.5 - $243.08 $6,742 - $7,535
31 Added 1.92%
1,644 $380,000
Q1 2024

Apr 26, 2024

BUY
$179.79 - $229.12 $179 - $229
1 Added 0.06%
1,613 $367,000
Q4 2023

Feb 07, 2024

SELL
$141.31 - $187.8 $141 - $187
-1 Reduced 0.06%
1,612 $301,000
Q3 2023

Nov 07, 2023

BUY
$149.19 - $178.04 $447 - $534
3 Added 0.19%
1,613 $240,000
Q4 2022

Feb 10, 2023

BUY
$136.81 - $157.67 $3,283 - $3,784
24 Added 1.51%
1,610 $237,000
Q3 2022

Nov 09, 2022

BUY
$134.91 - $165.84 $1,349 - $1,658
10 Added 0.63%
1,586 $214,000
Q2 2022

Aug 08, 2022

BUY
$137.5 - $188.46 $137 - $188
1 Added 0.06%
1,576 $218,000
Q1 2022

May 03, 2022

BUY
$158.74 - $198.38 $158 - $198
1 Added 0.06%
1,575 $295,000
Q3 2021

Nov 12, 2021

BUY
$158.72 - $176.77 $158 - $176
1 Added 0.06%
1,574 $264,000
Q2 2021

Aug 16, 2021

BUY
$144.33 - $169.45 $144 - $169
1 Added 0.06%
1,573 $260,000
Q1 2021

May 14, 2021

BUY
$114.09 - $150.27 $179,349 - $236,224
1,572 New
1,572 $222,000
Q3 2018

Nov 13, 2018

SELL
$97.84 - $111.11 $19,078 - $21,666
-195 Closed
0 $0
Q2 2018

Aug 10, 2018

BUY
$91.0 - $102.7 $91 - $102
1 Added 0.52%
195 $19,000
Q4 2017

Feb 14, 2018

BUY
$90.54 - $99.7 $17,564 - $19,341
194
194 $20,000

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 $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
Track This Portfolio

Track Acorn Wealth Advisors, LLC Portfolio

Follow Acorn Wealth Advisors, 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 Acorn Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Acorn Wealth Advisors, LLC with notifications on news.