A detailed history of Partnership Wealth Management, LLC transactions in American Express CO stock. As of the latest transaction made, Partnership Wealth Management, LLC holds 2,237 shares of AXP stock, worth $673,448. This represents 0.43% of its overall portfolio holdings.

Number of Shares
2,237
Previous 2,503 10.63%
Holding current value
$673,448
Previous $579 Million 4.68%
% of portfolio
0.43%
Previous 0.43%

Shares

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

Oct 08, 2024

SELL
$225.92 - $271.17 $60,094 - $72,131
-266 Reduced 10.63%
2,237 $607 Million
Q2 2024

Jul 03, 2024

SELL
$217.5 - $243.08 $54,375 - $60,770
-250 Reduced 9.08%
2,503 $579 Million
Q1 2024

Apr 10, 2024

BUY
$179.79 - $229.12 $719 - $916
4 Added 0.15%
2,753 $627 Million
Q4 2023

Feb 07, 2024

BUY
$141.31 - $187.8 $388,461 - $516,262
2,749 New
2,749 $552 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
Track This Portfolio

Track Partnership Wealth Management, LLC Portfolio

Follow Partnership Wealth Management, 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 Partnership Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Partnership Wealth Management, LLC with notifications on news.