Buckley Wealth Management, LLC American Express CO Transaction History

Buckley Wealth Management, LLC

$308 Million
Q1 2024

A detailed history of Buckley Wealth Management, LLC transactions in American Express CO stock. As of the latest transaction made, Buckley Wealth Management, LLC holds 1,151 shares of AXP stock, worth $269,921. This represents 0.08% of its overall portfolio holdings.

Number of Shares

1,151

Previous 1,237 6.95%

Holding current value

$269,921

Previous $231,000 13.42%

% of portfolio

0.08%

Previous 0.08%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 15, 2024	SELL	$179.79 - $229.12 $15,461 - $19,704	-86 Reduced 6.95%	1,151 $262,000
Q4 2023 Jan 18, 2024	BUY	$141.31 - $187.8 $174,800 - $232,308	1,237 New	1,237 $231,000
Q2 2023 Jul 11, 2023	BUY	$147.93 - $175.14 $397,192 - $470,250	2,685 New	2,685 $467,000
Q4 2022 Feb 09, 2023	SELL	$136.81 - $157.67 $273 - $315	-2 Reduced 0.11%	1,743 $257,000
Q3 2022 Nov 14, 2022	SELL	$134.91 - $165.84 $183,882 - $226,039	-1,363 Reduced 43.85%	1,745 $235,000

Q2 2022 Aug 04, 2022	SELL	$137.5 - $188.46 $4,262 - $5,842	-31 Reduced 0.99%	3,108 $431,000
Q1 2022 May 06, 2022	SELL	$158.74 - $198.38 $191,916 - $239,841	-1,209 Reduced 27.81%	3,139 $587,000
Q4 2021 Feb 02, 2022	SELL	$150.06 - $187.08 $567,827 - $707,910	-3,784 Reduced 46.53%	4,348 $711,000
Q3 2021 Nov 09, 2021	SELL	$158.72 - $176.77 $164,910 - $183,664	-1,039 Reduced 11.33%	8,132 $1.36 Million
Q2 2021 Jul 27, 2021	SELL	$144.33 - $169.45 $136,391 - $160,130	-945 Reduced 9.34%	9,171 $1.52 Million
Q1 2021 Apr 30, 2021	SELL	$114.09 - $150.27 $11,409 - $15,027	-100 Reduced 0.98%	10,116 $1.43 Million
Q4 2020 Jan 20, 2021	SELL	$91.07 - $125.04 $45,990 - $63,145	-505 Reduced 4.71%	10,216 $1.24 Million
Q3 2020 Oct 19, 2020	SELL	$90.57 - $107.27 $313,825 - $371,690	-3,465 Reduced 24.43%	10,721 $1.08 Million
Q2 2020 Jul 15, 2020	BUY	$73.6 - $113.67 $7,727 - $11,935	105 Added 0.75%	14,186 $1.35 Million
Q1 2020 Apr 10, 2020	BUY	$68.96 - $136.93 $190,743 - $378,748	2,766 Added 24.45%	14,081 $1.21 Million
Q4 2019 Jan 16, 2020	BUY	$112.54 - $125.77 $58,070 - $64,897	516 Added 4.78%	11,315 $1.41 Million
Q3 2019 Oct 11, 2019	BUY	$116.8 - $128.57 $150,321 - $165,469	1,287 Added 13.53%	10,799 $1.28 Million
Q2 2019 Jul 19, 2019	SELL	$109.85 - $124.92 $285,060 - $324,167	-2,595 Reduced 21.43%	9,512 $1.17 Million
Q1 2019 Apr 11, 2019	SELL	$93.43 - $113.55 $139,210 - $169,189	-1,490 Reduced 10.96%	12,107 $1.32 Million
Q4 2018 Feb 01, 2019	SELL	$89.5 - $112.89 $1.31 Million - $1.65 Million	-14,622 Reduced 51.82%	13,597 $1.3 Million
Q3 2018 Oct 25, 2018	BUY	$97.84 - $111.11 $14,480 - $16,444	148 Added 0.53%	28,219 $3.01 Million
Q2 2018 Jul 31, 2018	SELL	$91.0 - $102.7 $77,623 - $87,603	-853 Reduced 2.95%	28,071 $2.75 Million
Q1 2018 May 08, 2018	SELL	$88.34 - $101.64 $111,220 - $127,964	-1,259 Reduced 4.17%	28,924 $2.7 Million
Q4 2017 Feb 07, 2018	BUY	$90.54 - $99.7 $2.73 Million - $3.01 Million	30,183	30,183 $3 Million

Others Institutions Holding AXP

# of Institutions

2,499

Shares Held

590M

Call Options Held

8.48M

Put Options Held

8.94M

View Full List

About AMERICAN EXPRESS CO

Ticker AXP
Exchange NYSE
Sector Financial Services
Industry Credit Services
Shares Outstandng 747,233,024
Market Cap $175B
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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Buckley Wealth Management, LLC American Express CO Transaction History