A detailed history of Big Sur Wealth Management LLC transactions in American Express CO stock. As of the latest transaction made, Big Sur Wealth Management LLC holds 4,603 shares of AXP stock, worth $1.24 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares
4,603
Previous 3,900 18.03%
Holding current value
$1.24 Million
Previous $903,000 38.21%
% of portfolio
0.35%
Previous 0.28%

Shares

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

Oct 16, 2024

BUY
$225.92 - $271.17 $158,821 - $190,632
703 Added 18.03%
4,603 $1.25 Million
Q4 2023

Feb 12, 2024

SELL
$141.31 - $187.8 $28,262 - $37,560
-200 Reduced 4.88%
3,900 $730,000
Q3 2023

Nov 13, 2023

SELL
$149.19 - $178.04 $44,757 - $53,412
-300 Reduced 6.82%
4,100 $611,000
Q2 2023

Aug 14, 2023

SELL
$147.93 - $175.14 $44,379 - $52,541
-300 Reduced 6.38%
4,400 $766,000
Q4 2022

Feb 09, 2023

SELL
$136.81 - $157.67 $41,043 - $47,300
-300 Reduced 6.0%
4,700 $694,000
Q4 2021

Feb 07, 2022

BUY
$150.06 - $187.08 $750,300 - $935,400
5,000 New
5,000 $818,000

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 $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
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