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 749 shares of AXP stock, worth $225,703. This represents 0.09% of its overall portfolio holdings.

Number of Shares
749
Previous 1,016 26.28%
Holding current value
$225,703
Previous $235,000 13.62%
% of portfolio
0.09%
Previous 0.1%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About AMERICAN EXPRESS CO


  • Ticker AXP
  • Exchange NYSE
  • Sector Financial Services
  • Industry Credit Services
  • Shares Outstandng 747,233,024
  • Market Cap $225B
  • 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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