A detailed history of Forza Wealth Management, LLC transactions in American Express CO stock. As of the latest transaction made, Forza Wealth Management, LLC holds 1,566 shares of AXP stock, worth $471,444. This represents 0.19% of its overall portfolio holdings.

Number of Shares
1,566
Previous 1,608 2.61%
Holding current value
$471,444
Previous $372 Million 14.06%
% of portfolio
0.19%
Previous 0.19%

Shares

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

Oct 28, 2024

SELL
$225.92 - $271.17 $9,488 - $11,389
-42 Reduced 2.61%
1,566 $425 Million
Q1 2024

Apr 22, 2024

SELL
$179.79 - $229.12 $12,585 - $16,038
-70 Reduced 4.17%
1,608 $366 Million
Q4 2023

Jan 24, 2024

SELL
$141.31 - $187.8 $28,262 - $37,560
-200 Reduced 10.65%
1,678 $314 Million
Q4 2022

Feb 06, 2023

BUY
$136.81 - $157.67 $256,929 - $296,104
1,878 New
1,878 $277 Million

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 $225B
  • 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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