A detailed history of Sage Private Wealth Group, LLC transactions in American Express CO stock. As of the latest transaction made, Sage Private Wealth Group, LLC holds 2,293 shares of AXP stock, worth $632,730. This represents 0.41% of its overall portfolio holdings.

Number of Shares
2,293
Previous 2,303 0.43%
Holding current value
$632,730
Previous $319,000 3.13%
% of portfolio
0.41%
Previous 0.46%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 08, 2022

SELL
$134.91 - $165.84 $1,349 - $1,658
-10 Reduced 0.43%
2,293 $309,000
Q2 2022

Aug 01, 2022

SELL
$137.5 - $188.46 $21,587 - $29,588
-157 Reduced 6.38%
2,303 $319,000
Q1 2022

May 13, 2022

BUY
$158.74 - $198.38 $1,904 - $2,380
12 Added 0.49%
2,460 $460,000
Q4 2021

Jan 24, 2022

BUY
$150.06 - $187.08 $4,201 - $5,238
28 Added 1.16%
2,448 $400,000
Q3 2021

Nov 02, 2021

SELL
$158.72 - $176.77 $9,523 - $10,606
-60 Reduced 2.42%
2,420 $405,000
Q2 2021

Aug 16, 2021

BUY
$144.33 - $169.45 $577 - $677
4 Added 0.16%
2,480 $410,000
Q1 2021

May 18, 2021

SELL
$114.09 - $150.27 $45,750 - $60,258
-401 Reduced 13.94%
2,476 $350,000
Q4 2020

Mar 02, 2021

BUY
$91.07 - $125.04 $262,008 - $359,740
2,877 New
2,877 $348,000

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 $206B
  • 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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