Baker Tilly Wealth Management, LLC American Express CO Transaction History

Baker Tilly Wealth Management, LLC

$249 Million
Q4 2024

A detailed history of Baker Tilly Wealth Management, LLC transactions in American Express CO stock. As of the latest transaction made, Baker Tilly Wealth Management, LLC holds 736 shares of AXP stock, worth $233,341. This represents 0.09% of its overall portfolio holdings.

Number of Shares

736

Previous 749 1.74%

Holding current value

$233,341

Previous $203,000 7.39%

% of portfolio

0.09%

Previous 0.09%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 10, 2025	SELL	$267.35 - $305.57 $3,475 - $3,972	-13 Reduced 1.74%	736 $218,000
Q3 2024 Oct 24, 2024	SELL	$225.92 - $271.17 $60,320 - $72,402	-267 Reduced 26.28%	749 $203,000
Q2 2024 Jul 18, 2024	SELL	$217.5 - $243.08 $736,455 - $823,068	-3,386 Reduced 76.92%	1,016 $235,000
Q1 2024 May 09, 2024	SELL	$179.79 - $229.12 $62,027 - $79,046	-345 Reduced 7.27%	4,402 $1 Million
Q4 2023 Jan 10, 2024	SELL	$141.31 - $187.8 $52,284 - $69,486	-370 Reduced 7.23%	4,747 $889,000
Q3 2023 Oct 10, 2023	SELL	$149.19 - $178.04 $241,389 - $288,068	-1,618 Reduced 24.02%	5,117 $763,000
Q2 2023 Jul 20, 2023	BUY	$147.93 - $175.14 $53,254 - $63,050	360 Added 5.65%	6,735 $1.17 Million
Q1 2023 Apr 12, 2023	BUY	$146.42 - $181.33 $109,229 - $135,272	746 Added 13.25%	6,375 $1.05 Million
Q4 2022 Jan 26, 2023	SELL	$136.81 - $157.67 $14,912 - $17,186	-109 Reduced 1.9%	5,629 $0
Q3 2022 Oct 20, 2022	BUY	$134.91 - $165.84 $44,385 - $54,561	329 Added 6.08%	5,738 $774,000
Q2 2022 Jul 28, 2022	SELL	$137.5 - $188.46 $52,250 - $71,614	-380 Reduced 6.56%	5,409 $750,000
Q1 2022 Apr 27, 2022	BUY	$158.74 - $198.38 $59,686 - $74,590	376 Added 6.95%	5,789 $1.08 Million
Q4 2021 Feb 08, 2022	BUY	$150.06 - $187.08 $25,360 - $31,616	169 Added 3.22%	5,413 $886,000
Q3 2021 Nov 02, 2021	BUY	$158.72 - $176.77 $45,393 - $50,556	286 Added 5.77%	5,244 $879,000
Q2 2021 Jul 30, 2021	BUY	$144.33 - $169.45 $47,340 - $55,579	328 Added 7.08%	4,958 $819,000
Q1 2021 Apr 28, 2021	BUY	$114.09 - $150.27 $187,906 - $247,494	1,647 Added 55.21%	4,630 $655,000
Q4 2020 Feb 03, 2021	BUY	$91.07 - $125.04 $271,661 - $372,994	2,983 New	2,983 $361,000

Others Institutions Holding AXP

# of Institutions

2,720

Shares Held

570M

Call Options Held

9.41M

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 $237B
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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Baker Tilly Wealth Management, LLC American Express CO Transaction History