Bogart Wealth, LLC American Express CO Transaction History

Bogart Wealth, LLC

$2.1 Billion
Q3 2024

A detailed history of Bogart Wealth, LLC transactions in American Express CO stock. As of the latest transaction made, Bogart Wealth, LLC holds 636 shares of AXP stock, worth $173,208. This represents 0.01% of its overall portfolio holdings.

Number of Shares

636

Previous 636 -0.0%

Holding current value

$173,208

Previous $147,000 17.01%

% of portfolio

0.01%

Previous 0.01%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 31, 2024	BUY	$217.5 - $243.08 $33,277 - $37,191	153 Added 31.68%	636 $147,000
Q4 2023 Feb 06, 2024	BUY	$141.31 - $187.8 $1,695 - $2,253	12 Added 2.55%	483 $90,000
Q3 2023 Oct 30, 2023	BUY	$149.19 - $178.04 $149 - $178	1 Added 0.21%	471 $70,000
Q2 2023 Jul 28, 2023	BUY	$147.93 - $175.14 $2,218 - $2,627	15 Added 3.3%	470 $81,000
Q1 2023 Apr 21, 2023	BUY	$146.42 - $181.33 $26,648 - $33,002	182 Added 66.67%	455 $75,000
Q3 2022 Nov 03, 2022	SELL	$134.91 - $165.84 $2,563 - $3,150	-19 Reduced 6.51%	273 $37,000
Q2 2022 Jul 22, 2022	SELL	$137.5 - $188.46 $20,900 - $28,645	-152 Reduced 34.23%	292 $41,000
Q1 2022 Apr 22, 2022	SELL	$158.74 - $198.38 $50,796 - $63,481	-320 Reduced 41.88%	444 $83,000
Q4 2021 Jan 19, 2022	SELL	$150.06 - $187.08 $1,350 - $1,683	-9 Reduced 1.16%	764 $125,000
Q2 2021 Aug 06, 2021	BUY	$144.33 - $169.45 $86,598 - $101,670	600 Added 346.82%	773 $128,000
Q1 2021 Apr 16, 2021	BUY	$114.09 - $150.27 $3,536 - $4,658	31 Added 21.83%	173 $24,000
Q1 2020 Apr 20, 2020	BUY	$68.96 - $136.93 $620 - $1,232	9 Added 6.77%	142 $12,000
Q4 2019 Feb 10, 2020	SELL	$112.54 - $125.77 $900 - $1,006	-8 Reduced 5.67%	133 $17,000
Q1 2018 Apr 13, 2018	SELL	$88.34 - $101.64 $1,413 - $1,626	-16 Reduced 10.19%	141 $13,000
Q3 2017 Oct 12, 2017	BUY	$84.25 - $90.46 $13,227 - $14,202	157	157 $14,000

Others Institutions Holding AXP

# of Institutions

2,614

Shares Held

596M

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 $204B
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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Bogart Wealth, LLC American Express CO Transaction History