A detailed history of Phillips Wealth Planners LLC transactions in American Express CO stock. As of the latest transaction made, Phillips Wealth Planners LLC holds 1,573 shares of AXP stock, worth $536,786. This represents 0.43% of its overall portfolio holdings.

Number of Shares
1,573
Previous 1,276 23.28%
Holding current value
$536,786
Previous $404 Million 29.11%
% of portfolio
0.43%
Previous 0.37%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025

BUY
$294.27 - $342.31 $87,398 - $101,666
297 Added 23.28%
1,573 $522 Million
Q2 2025

Jul 11, 2025

SELL
$231.39 - $318.98 $29,617 - $40,829
-128 Reduced 9.12%
1,276 $404 Million
Q1 2025

Apr 23, 2025

BUY
$255.39 - $325.87 $118,500 - $151,203
464 Added 49.36%
1,404 $353 Million
Q4 2024

Jan 17, 2025

BUY
$267.35 - $305.57 $25,665 - $29,334
96 Added 11.37%
940 $276 Million
Q3 2024

Oct 28, 2024

BUY
$225.92 - $271.17 $190,676 - $228,867
844 New
844 $238 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 $255B
  • 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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