Bsw Wealth Partners American Express CO Transaction History

Bsw Wealth Partners

$676 Million
Q4 2024

A detailed history of Bsw Wealth Partners transactions in American Express CO stock. As of the latest transaction made, Bsw Wealth Partners holds 3,850 shares of AXP stock, worth $1.23 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

3,850

Previous 3,531 9.03%

Holding current value

$1.23 Million

Previous $957,000 19.33%

% of portfolio

0.17%

Previous 0.14%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$267.35 - $305.57 $85,284 - $97,476	319 Added 9.03%	3,850 $1.14 Million
Q3 2024 Oct 29, 2024	SELL	$225.92 - $271.17 $4,518 - $5,423	-20 Reduced 0.56%	3,531 $957,000
Q2 2024 Jul 16, 2024	SELL	$217.5 - $243.08 $1,087 - $1,215	-5 Reduced 0.14%	3,551 $822,000
Q1 2024 Apr 23, 2024	BUY	$179.79 - $229.12 $49,082 - $62,549	273 Added 8.32%	3,556 $809,000
Q4 2023 Jan 25, 2024	BUY	$141.31 - $187.8 $3,108 - $4,131	22 Added 0.67%	3,283 $615,000
Q3 2023 Oct 27, 2023	BUY	$149.19 - $178.04 $18,051 - $21,542	121 Added 3.85%	3,261 $486,000
Q2 2023 Aug 11, 2023	SELL	$147.93 - $175.14 $9,023 - $10,683	-61 Reduced 1.91%	3,140 $546,000
Q1 2023 May 15, 2023	SELL	$146.42 - $181.33 $7,174 - $8,885	-49 Reduced 1.51%	3,201 $528,000
Q4 2022 Feb 13, 2023	BUY	$136.81 - $157.67 $133,800 - $154,201	978 Added 43.05%	3,250 $480,000
Q3 2022 Nov 14, 2022	SELL	$134.91 - $165.84 $129,378 - $159,040	-959 Reduced 29.68%	2,272 $307,000
Q2 2022 Aug 15, 2022	SELL	$137.5 - $188.46 $43,450 - $59,553	-316 Reduced 8.91%	3,231 $448,000
Q1 2022 May 16, 2022	BUY	$158.74 - $198.38 $65,559 - $81,930	413 Added 13.18%	3,547 $663,000
Q4 2021 Feb 14, 2022	SELL	$150.06 - $187.08 $18,457 - $23,010	-123 Reduced 3.78%	3,134 $513,000
Q3 2021 Nov 15, 2021	SELL	$158.72 - $176.77 $33,489 - $37,298	-211 Reduced 6.08%	3,257 $546,000
Q2 2021 Aug 16, 2021	BUY	$144.33 - $169.45 $71,443 - $83,877	495 Added 16.65%	3,468 $573,000
Q1 2021 May 17, 2021	BUY	$114.09 - $150.27 $16,086 - $21,188	141 Added 4.98%	2,973 $421,000
Q4 2020 Feb 16, 2021	BUY	$91.07 - $125.04 $257,910 - $354,113	2,832 New	2,832 $342,000

Others Institutions Holding AXP

# of Institutions

2,733

Shares Held

570M

Call Options Held

9.41M

Put Options Held

8.33M

View Full List

About AMERICAN EXPRESS CO

Ticker AXP
Exchange NYSE
Sector Financial Services
Industry Credit Services
Shares Outstandng 747,233,024
Market Cap $238B
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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Bsw Wealth Partners American Express CO Transaction History