A detailed history of Willner & Heller, LLC transactions in American Express CO stock. As of the latest transaction made, Willner & Heller, LLC holds 1,356 shares of AXP stock, worth $435,737. This represents 0.36% of its overall portfolio holdings.

Number of Shares
1,356
Previous 1,283 5.69%
Holding current value
$435,737
Previous $347,000 15.85%
% of portfolio
0.36%
Previous 0.32%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 16, 2025

BUY
$267.35 - $305.57 $19,516 - $22,306
73 Added 5.69%
1,356 $402,000
Q3 2024

Oct 10, 2024

BUY
$225.92 - $271.17 $44,280 - $53,149
196 Added 18.03%
1,283 $347,000
Q2 2024

Jul 19, 2024

BUY
$217.5 - $243.08 $9,352 - $10,452
43 Added 4.12%
1,087 $251,000
Q1 2024

Jul 19, 2024

BUY
$179.79 - $229.12 $187,700 - $239,201
1,044 New
1,044 $237,000

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 $240B
  • 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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