A detailed history of One Ascent Wealth Management LLC transactions in American Express CO stock. As of the latest transaction made, One Ascent Wealth Management LLC holds 1,496 shares of AXP stock, worth $404,039. This represents 0.18% of its overall portfolio holdings.

Number of Shares
1,496
Previous 1,179 26.89%
Holding current value
$404,039
Previous $268,000 29.1%
% of portfolio
0.18%
Previous 0.1%

Shares

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

Jul 17, 2024

BUY
$217.5 - $243.08 $68,947 - $77,056
317 Added 26.89%
1,496 $346,000
Q1 2024

Apr 16, 2024

BUY
$179.79 - $229.12 $20,496 - $26,119
114 Added 10.7%
1,179 $268,000
Q4 2023

Jan 11, 2024

BUY
$141.31 - $187.8 $150,495 - $200,007
1,065 New
1,065 $200,000
Q1 2023

Apr 17, 2023

BUY
$146.42 - $181.33 $83,898 - $103,902
573 Added 38.4%
2,065 $341,000
Q4 2022

Jan 12, 2023

BUY
$136.81 - $157.67 $204,120 - $235,243
1,492 New
1,492 $220,000

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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