A detailed history of All Square Wealth Management LLC transactions in American Express CO stock. As of the latest transaction made, All Square Wealth Management LLC holds 244 shares of AXP stock, worth $70,184. This represents 0.04% of its overall portfolio holdings.

Number of Shares
244
Previous 271 9.96%
Holding current value
$70,184
Previous $62,000 6.45%
% of portfolio
0.04%
Previous 0.04%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

SELL
$225.92 - $271.17 $6,099 - $7,321
-27 Reduced 9.96%
244 $66,000
Q1 2024

May 07, 2024

SELL
$179.79 - $229.12 $4,494 - $5,728
-25 Reduced 8.45%
271 $61,000
Q3 2023

Nov 27, 2023

SELL
$149.19 - $178.04 $447 - $534
-3 Reduced 1.0%
296 $44,000
Q1 2022

May 04, 2022

BUY
$158.74 - $198.38 $20,794 - $25,987
131 Added 77.98%
299 $56,000
Q4 2021

Feb 08, 2022

SELL
$150.06 - $187.08 $4,501 - $5,612
-30 Reduced 15.15%
168 $27,000
Q1 2021

May 11, 2021

BUY
$114.09 - $150.27 $1,597 - $2,103
14 Added 7.61%
198 $28,000
Q4 2020

Feb 09, 2021

SELL
$91.07 - $125.04 $12,658 - $17,380
-139 Reduced 43.03%
184 $22,000
Q4 2019

Feb 04, 2020

SELL
$112.54 - $125.77 $9,790 - $10,941
-87 Reduced 21.22%
323 $40,000
Q4 2018

Feb 13, 2019

BUY
$89.5 - $112.89 $9,934 - $12,530
111 Added 37.12%
410 $39,000
Q2 2018

Aug 14, 2018

BUY
$91.0 - $102.7 $27,209 - $30,707
299 New
299 $29,000

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 $215B
  • 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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