Atria Wealth Solutions, Inc. American Express CO Transaction History

Atria Wealth Solutions, Inc.

$8.89 Billion
Q3 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in American Express CO stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 40,316 shares of AXP stock, worth $13.1 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

40,316

Previous 43,817 7.99%

Holding current value

$13.1 Million

Previous $10.1 Million 7.76%

% of portfolio

0.12%

Previous 0.12%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	SELL	$225.92 - $271.17 $790,945 - $949,366	-3,501 Reduced 7.99%	40,316 $10.9 Million
Q2 2024 Jul 22, 2024	SELL	$217.5 - $243.08 $2.34 Million - $2.61 Million	-10,756 Reduced 19.71%	43,817 $10.1 Million
Q1 2024 May 13, 2024	BUY	$179.79 - $229.12 $604,274 - $770,072	3,361 Added 6.56%	54,573 $12.4 Million
Q4 2023 Feb 02, 2024	BUY	$141.31 - $187.8 $7,489 - $9,953	53 Added 0.1%	51,212 $9.59 Million
Q3 2023 Nov 08, 2023	BUY	$149.19 - $178.04 $682,245 - $814,176	4,573 Added 9.82%	51,159 $7.63 Million
Q2 2023 Aug 03, 2023	BUY	$147.93 - $175.14 $711,395 - $842,248	4,809 Added 11.51%	46,586 $8.12 Million
Q1 2023 Aug 22, 2023	SELL	$146.42 - $181.33 $125,481 - $155,399	-857 Reduced 1.84%	45,729 $7.54 Million
Q1 2023 Jun 14, 2023	SELL	$146.42 - $181.33 $578,651 - $716,616	-3,952 Reduced 8.64%	41,777 $6.89 Million
Q1 2023 May 10, 2023	BUY	$146.42 - $181.33 $451,120 - $558,677	3,081 Added 7.22%	45,729 $7.54 Million
Q4 2022 Aug 30, 2023	SELL	$136.81 - $157.67 $657,919 - $758,235	-4,809 Reduced 10.32%	41,777 $6.17 Million
Q4 2022 Feb 13, 2023	BUY	$136.81 - $157.67 $472,815 - $544,907	3,456 Added 8.82%	42,648 $6.3 Million
Q3 2022 Feb 13, 2023	SELL	$134.91 - $165.84 $768,987 - $945,288	-5,700 Reduced 12.7%	39,192 $5.29 Million
Q3 2022 Nov 14, 2022	SELL	$134.91 - $165.84 $51,130 - $62,853	-379 Reduced 0.84%	44,892 $6.1 Million
Q2 2022 Aug 15, 2022	BUY	$137.5 - $188.46 $3.71 Million - $5.09 Million	26,993 Added 147.68%	45,271 $5.73 Million
Q1 2022 May 16, 2022	BUY	$158.74 - $198.38 $2.9 Million - $3.63 Million	18,278 New	18,278 $3.42 Million

Others Institutions Holding AXP

# of Institutions

2,707

Shares Held

570M

Call Options Held

9.42M

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 $244B
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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Atria Wealth Solutions, Inc. American Express CO Transaction History