9258 Wealth Management, LLC American Express CO Transaction History

9258 Wealth Management, LLC

$664 Million
Q3 2024

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 $705,042. This represents 0.1% of its overall portfolio holdings.

Number of Shares

2,340

Previous 2,340 -0.0%

Holding current value

$705,042

Previous $541,000 17.19%

% of portfolio

0.1%

Previous 0.08%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# of Institutions

2,689

Shares Held

573M

Call Options Held

9.43M

Put Options Held

8.32M

View Full List

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...

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9258 Wealth Management, LLC American Express CO Transaction History