Avantax Advisory Services, Inc. American Express CO Transaction History

Avantax Advisory Services, Inc.

$13.8 Billion
Q2 2024

A detailed history of Avantax Advisory Services, Inc. transactions in American Express CO stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 22,618 shares of AXP stock, worth $6.07 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

22,618

Previous 15,508 45.85%

Holding current value

$6.07 Million

Previous $3.53 Million 48.31%

% of portfolio

0.04%

Previous 0.03%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 09, 2024	BUY	$217.5 - $243.08 $1.55 Million - $1.73 Million	7,110 Added 45.85%	22,618 $5.24 Million
Q1 2024 May 08, 2024	SELL	$179.79 - $229.12 $387,986 - $494,440	-2,158 Reduced 12.22%	15,508 $3.53 Million
Q4 2023 Feb 07, 2024	BUY	$141.31 - $187.8 $527,227 - $700,681	3,731 Added 26.77%	17,666 $3.31 Million
Q3 2023 Nov 07, 2023	SELL	$149.19 - $178.04 $20,439 - $24,391	-137 Reduced 0.97%	13,935 $2.08 Million
Q2 2023 Aug 11, 2023	SELL	$147.93 - $175.14 $141,421 - $167,433	-956 Reduced 6.36%	14,072 $2.45 Million
Q1 2023 Apr 28, 2023	SELL	$146.42 - $181.33 $113,621 - $140,712	-776 Reduced 4.91%	15,028 $2.48 Million
Q4 2022 Feb 13, 2023	BUY	$136.81 - $157.67 $196,185 - $226,098	1,434 Added 9.98%	15,804 $2.34 Million
Q3 2022 Nov 01, 2022	SELL	$134.91 - $165.84 $134,640 - $165,508	-998 Reduced 6.49%	14,370 $1.94 Million
Q2 2022 Aug 02, 2022	SELL	$137.5 - $188.46 $788,150 - $1.08 Million	-5,732 Reduced 27.17%	15,368 $2.13 Million
Q1 2022 Apr 27, 2022	BUY	$158.74 - $198.38 $1.08 Million - $1.35 Million	6,802 Added 47.57%	21,100 $3.94 Million
Q4 2021 Jan 24, 2022	BUY	$150.06 - $187.08 $292,016 - $364,057	1,946 Added 15.75%	14,298 $2.34 Million
Q3 2021 Oct 21, 2021	BUY	$158.72 - $176.77 $268,078 - $298,564	1,689 Added 15.84%	12,352 $2.07 Million
Q2 2021 Jul 29, 2021	SELL	$144.33 - $169.45 $38,247 - $44,904	-265 Reduced 2.42%	10,663 $1.76 Million
Q1 2021 May 13, 2021	SELL	$114.09 - $150.27 $304,848 - $401,521	-2,672 Reduced 19.65%	10,928 $1.55 Million
Q4 2020 Jan 22, 2021	SELL	$91.07 - $125.04 $1.17 Million - $1.61 Million	-12,869 Reduced 48.62%	13,600 $1.65 Million
Q3 2020 Oct 14, 2020	BUY	$90.57 - $107.27 $1.28 Million - $1.51 Million	14,114 Added 114.24%	26,469 $2.66 Million
Q2 2020 Aug 06, 2020	BUY	$73.6 - $113.67 $109,443 - $169,027	1,487 Added 13.68%	12,355 $1.18 Million
Q1 2020 Apr 30, 2020	BUY	$68.96 - $136.93 $241,359 - $479,255	3,500 Added 47.5%	10,868 $931,000
Q4 2019 Feb 14, 2020	BUY	$112.54 - $125.77 $289,677 - $323,731	2,574 Added 53.69%	7,368 $913,000
Q3 2019 Nov 08, 2019	BUY	$116.8 - $128.57 $28,499 - $31,371	244 Added 5.36%	4,794 $569,000
Q2 2019 Aug 06, 2019	BUY	$109.85 - $124.92 $184,218 - $209,490	1,677 Added 58.37%	4,550 $562,000
Q1 2019 May 13, 2019	BUY	$93.43 - $113.55 $7,194 - $8,743	77 Added 2.75%	2,873 $314,000
Q4 2018 Feb 13, 2019	BUY	$89.5 - $112.89 $250,242 - $315,640	2,796 New	2,796 $268,000

Others Institutions Holding AXP

# of Institutions

2,571

Shares Held

595M

Call Options Held

9.09M

Put Options Held

7.95M

View Full List

About AMERICAN EXPRESS CO

Ticker AXP
Exchange NYSE
Sector Financial Services
Industry Credit Services
Shares Outstandng 747,233,024
Market Cap $201B
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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Avantax Advisory Services, Inc. American Express CO Transaction History