Arkadios Wealth Advisors American Express CO Transaction History

Arkadios Wealth Advisors

$2.49 Billion
Q1 2025

A detailed history of Arkadios Wealth Advisors transactions in American Express CO stock. As of the latest transaction made, Arkadios Wealth Advisors holds 11,467 shares of AXP stock, worth $3.39 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

11,467

Previous 6,279 82.62%

Holding current value

$3.39 Million

Previous $1.86 Million 65.59%

% of portfolio

0.12%

Previous 0.11%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	BUY	$255.39 - $325.87 $1.32 Million - $1.69 Million	5,188 Added 82.62%	11,467 $3.09 Million
Q4 2024 Jan 15, 2025	SELL	$267.35 - $305.57 $270,825 - $309,542	-1,013 Reduced 13.89%	6,279 $1.86 Million
Q3 2024 Oct 24, 2024	BUY	$225.92 - $271.17 $165,373 - $198,496	732 Added 11.16%	7,292 $1.98 Million
Q2 2024 Jul 29, 2024	BUY	$217.5 - $243.08 $961,785 - $1.07 Million	4,422 Added 206.83%	6,560 $1.52 Million
Q1 2024 Apr 30, 2024	SELL	$179.79 - $229.12 $83,242 - $106,082	-463 Reduced 17.8%	2,138 $486,000
Q4 2023 Jan 24, 2024	SELL	$141.31 - $187.8 $119,830 - $159,254	-848 Reduced 24.59%	2,601 $487,000
Q3 2023 Oct 13, 2023	BUY	$149.19 - $178.04 $33,716 - $40,237	226 Added 7.01%	3,449 $514,000
Q2 2023 Jul 26, 2023	BUY	$147.93 - $175.14 $19,082 - $22,593	129 Added 4.17%	3,223 $561,000
Q1 2023 May 02, 2023	SELL	$146.42 - $181.33 $47,732 - $59,113	-326 Reduced 9.53%	3,094 $510,000
Q4 2022 Jan 11, 2023	SELL	$136.81 - $157.67 $12,176 - $14,032	-89 Reduced 2.54%	3,420 $0
Q3 2022 Oct 21, 2022	BUY	$134.91 - $165.84 $117,101 - $143,949	868 Added 32.87%	3,509 $473,000
Q2 2022 Jul 14, 2022	SELL	$137.5 - $188.46 $44,825 - $61,437	-326 Reduced 10.99%	2,641 $366,000
Q1 2022 May 02, 2022	BUY	$158.74 - $198.38 $212,394 - $265,432	1,338 Added 82.14%	2,967 $555,000
Q4 2021 Feb 03, 2022	SELL	$150.06 - $187.08 $42,316 - $52,756	-282 Reduced 14.76%	1,629 $267,000
Q3 2021 Oct 19, 2021	SELL	$158.72 - $176.77 $242,524 - $270,104	-1,528 Reduced 44.43%	1,911 $320,000
Q2 2021 Jul 28, 2021	BUY	$144.33 - $169.45 $9,814 - $11,522	68 Added 2.02%	3,439 $568,000
Q1 2021 Apr 26, 2021	BUY	$114.09 - $150.27 $63,205 - $83,249	554 Added 19.67%	3,371 $476,000
Q4 2020 Feb 09, 2021	BUY	$91.07 - $125.04 $238,239 - $327,104	2,616 Added 1301.49%	2,817 $340,000
Q3 2020 Nov 10, 2020	SELL	$90.57 - $107.27 $10,596 - $12,550	-117 Reduced 36.79%	201 $21.1 Million
Q2 2020 Aug 10, 2020	BUY	$73.6 - $113.67 $15,823 - $24,439	215 Added 208.74%	318 $30.2 Million
Q4 2019 Feb 14, 2020	BUY	$112.54 - $125.77 $11,591 - $12,954	103 New	103 $12,000

Others Institutions Holding AXP

# of Institutions

2,940

Shares Held

589M

Call Options Held

10.8M

Put Options Held

6.14M

View Full List

About AMERICAN EXPRESS CO

Ticker AXP
Exchange NYSE
Sector Financial Services
Industry Credit Services
Shares Outstandng 747,233,024
Market Cap $221B
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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Arkadios Wealth Advisors American Express CO Transaction History