A detailed history of Everhart Financial Group, Inc. transactions in American Express CO stock. As of the latest transaction made, Everhart Financial Group, Inc. holds 3,427 shares of AXP stock, worth $1.04 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares
3,427
Previous 2,920 17.36%
Holding current value
$1.04 Million
Previous $676,000 37.43%
% of portfolio
0.21%
Previous 0.18%

Shares

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

Nov 04, 2024

BUY
$225.92 - $271.17 $114,541 - $137,483
507 Added 17.36%
3,427 $929,000
Q2 2024

Jul 24, 2024

BUY
$217.5 - $243.08 $118,755 - $132,721
546 Added 23.0%
2,920 $676,000
Q1 2024

May 13, 2024

BUY
$179.79 - $229.12 $84,860 - $108,144
472 Added 24.82%
2,374 $540,000
Q4 2023

Jan 12, 2024

SELL
$141.31 - $187.8 $72,774 - $96,717
-515 Reduced 21.31%
1,902 $356,000
Q3 2023

Oct 25, 2023

BUY
$149.19 - $178.04 $38,192 - $45,578
256 Added 11.85%
2,417 $360,000
Q2 2023

Jul 13, 2023

BUY
$147.93 - $175.14 $6,508 - $7,706
44 Added 2.08%
2,161 $376,000
Q1 2023

Apr 25, 2023

BUY
$146.42 - $181.33 $76,577 - $94,835
523 Added 32.81%
2,117 $349,000
Q4 2022

Feb 09, 2023

SELL
$136.81 - $157.67 $100,692 - $116,045
-736 Reduced 31.59%
1,594 $235,000
Q3 2022

Oct 12, 2022

BUY
$134.91 - $165.84 $85,667 - $105,308
635 Added 37.46%
2,330 $314,000
Q2 2022

Jul 12, 2022

BUY
$137.5 - $188.46 $34,512 - $47,303
251 Added 17.38%
1,695 $235,000
Q1 2022

Apr 18, 2022

BUY
$158.74 - $198.38 $229,220 - $286,460
1,444 New
1,444 $270,000

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
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