A detailed history of Belpointe Asset Management LLC transactions in American Express CO stock. As of the latest transaction made, Belpointe Asset Management LLC holds 8,680 shares of AXP stock, worth $2.62 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
8,680
Previous 2,680 223.88%
Holding current value
$2.62 Million
Previous $620,000 279.52%
% of portfolio
0.16%
Previous 0.05%

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$225.92 - $271.17 $1.36 Million - $1.63 Million
6,000 Added 223.88%
8,680 $2.35 Million
Q2 2024

Aug 02, 2024

SELL
$217.5 - $243.08 $212,280 - $237,246
-976 Reduced 26.7%
2,680 $620,000
Q1 2024

May 08, 2024

BUY
$179.79 - $229.12 $174,036 - $221,788
968 Added 36.01%
3,656 $832,000
Q4 2023

Feb 13, 2024

BUY
$141.31 - $187.8 $379,841 - $504,806
2,688 New
2,688 $503,000
Q2 2023

Aug 14, 2023

SELL
$147.93 - $175.14 $1.12 Million - $1.32 Million
-7,559 Reduced 71.46%
3,019 $525,000
Q1 2023

May 15, 2023

BUY
$146.42 - $181.33 $394,309 - $488,321
2,693 Added 34.15%
10,578 $1.74 Million
Q4 2022

Feb 08, 2023

SELL
$136.81 - $157.67 $354,474 - $408,522
-2,591 Reduced 24.73%
7,885 $1.17 Million
Q3 2022

Nov 14, 2022

SELL
$134.91 - $165.84 $1.5 Million - $1.85 Million
-11,151 Reduced 51.56%
10,476 $1.41 Million
Q2 2022

Aug 02, 2022

BUY
$137.5 - $188.46 $1.76 Million - $2.41 Million
12,779 Added 144.43%
21,627 $3 Million
Q1 2022

Apr 28, 2022

BUY
$158.74 - $198.38 $187,471 - $234,286
1,181 Added 15.4%
8,848 $1.65 Million
Q4 2021

Feb 15, 2022

BUY
$150.06 - $187.08 $62,124 - $77,451
414 Added 5.71%
7,667 $1.25 Million
Q3 2021

Nov 15, 2021

BUY
$158.72 - $176.77 $116,817 - $130,102
736 Added 11.29%
7,253 $1.22 Million
Q2 2021

Aug 09, 2021

SELL
$144.33 - $169.45 $36,371 - $42,701
-252 Reduced 3.72%
6,517 $1.08 Million
Q1 2021

May 14, 2021

BUY
$114.09 - $150.27 $2,167 - $2,855
19 Added 0.28%
6,769 $958,000
Q4 2020

Feb 16, 2021

BUY
$91.07 - $125.04 $24,771 - $34,010
272 Added 4.2%
6,750 $816,000
Q3 2020

Nov 13, 2020

BUY
$90.57 - $107.27 $195,631 - $231,703
2,160 Added 50.02%
6,478 $650,000
Q3 2020

Nov 13, 2020

SELL
$90.57 - $107.27 $105,423 - $124,862
-1,164 Reduced 21.23%
4,318 $370,000
Q2 2020

Jul 20, 2020

BUY
$73.6 - $113.67 $85,670 - $132,311
1,164 Added 26.96%
5,482 $522,000
Q1 2020

Jul 20, 2020

SELL
$68.96 - $136.93 $74,959 - $148,842
-1,087 Reduced 20.11%
4,318 $370,000
Q4 2019

Feb 18, 2020

BUY
$112.54 - $125.77 $196,494 - $219,594
1,746 Added 47.72%
5,405 $673,000
Q3 2019

Jan 16, 2020

SELL
$116.8 - $128.57 $1,752 - $1,928
-15 Reduced 0.41%
3,659 $433,000
Q2 2019

Nov 22, 2019

SELL
$109.85 - $124.92 $538,265 - $612,108
-4,900 Reduced 57.15%
3,674 $0
Q1 2019

Jun 11, 2019

BUY
$93.43 - $113.55 $454,723 - $552,647
4,867 Added 131.29%
8,574 $937,000
Q4 2018

Mar 06, 2019

BUY
$89.5 - $112.89 $156,714 - $197,670
1,751 Added 89.52%
3,707 $353,000
Q3 2018

Nov 23, 2018

BUY
$97.84 - $111.11 $191,375 - $217,331
1,956 New
1,956 $208,000

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
Track This Portfolio

Track Belpointe Asset Management LLC Portfolio

Follow Belpointe Asset Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Belpointe Asset Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Belpointe Asset Management LLC with notifications on news.