A detailed history of 9258 Wealth Management, LLC transactions in American Express CO stock. As of the latest transaction made, 9258 Wealth Management, LLC holds 2,340 shares of AXP stock, worth $685,549. This represents 0.1% of its overall portfolio holdings.

Number of Shares
2,340
Previous 2,340 -0.0%
Holding current value
$685,549
Previous $541,000 17.19%
% of portfolio
0.1%
Previous 0.08%

Shares

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

Aug 02, 2024

SELL
$217.5 - $243.08 $2,392 - $2,673
-11 Reduced 0.47%
2,340 $541,000
Q1 2024

May 03, 2024

SELL
$179.79 - $229.12 $8,450 - $10,768
-47 Reduced 1.96%
2,351 $535,000
Q3 2023

Nov 08, 2023

BUY
$149.19 - $178.04 $9,398 - $11,216
63 Added 2.7%
2,398 $357,000
Q2 2023

Aug 08, 2023

BUY
$147.93 - $175.14 $2,662 - $3,152
18 Added 0.78%
2,335 $406,000
Q1 2023

May 03, 2023

BUY
$146.42 - $181.33 $33,090 - $40,980
226 Added 10.81%
2,317 $382,000
Q3 2022

Nov 08, 2022

SELL
$134.91 - $165.84 $8,094 - $9,950
-60 Reduced 2.79%
2,091 $282,000
Q2 2022

Aug 04, 2022

BUY
$137.5 - $188.46 $687 - $942
5 Added 0.23%
2,151 $298,000
Q1 2022

May 13, 2022

SELL
$158.74 - $198.38 $1,587 - $1,983
-10 Reduced 0.46%
2,146 $401,000
Q4 2021

Feb 11, 2022

BUY
$150.06 - $187.08 $1,650 - $2,057
11 Added 0.51%
2,156 $353,000
Q3 2021

Nov 12, 2021

SELL
$158.72 - $176.77 $158 - $176
-1 Reduced 0.05%
2,145 $359,000
Q2 2021

Aug 13, 2021

BUY
$144.33 - $169.45 $309,732 - $363,639
2,146 New
2,146 $355,000
Q3 2020

Nov 13, 2020

SELL
$90.57 - $107.27 $202,152 - $239,426
-2,232 Closed
0 $0
Q2 2020

Aug 13, 2020

BUY
$73.6 - $113.67 $164,275 - $253,711
2,232 New
2,232 $212,000
Q1 2020

May 05, 2020

SELL
$68.96 - $136.93 $230,326 - $457,346
-3,340 Closed
0 $0
Q4 2019

Feb 06, 2020

BUY
$112.54 - $125.77 $158,006 - $176,581
1,404 Added 72.52%
3,340 $416,000
Q3 2019

Nov 07, 2019

SELL
$116.8 - $128.57 $6,774 - $7,457
-58 Reduced 2.91%
1,936 $229,000
Q2 2019

Aug 07, 2019

SELL
$109.85 - $124.92 $4,064 - $4,622
-37 Reduced 1.82%
1,994 $246,000
Q1 2019

May 07, 2019

SELL
$93.43 - $113.55 $8,595 - $10,446
-92 Reduced 4.33%
2,031 $222,000
Q4 2018

Feb 12, 2019

BUY
$89.5 - $112.89 $190,008 - $239,665
2,123 New
2,123 $202,000

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 $219B
  • 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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