Burt Wealth Advisors American Express CO Transaction History

Burt Wealth Advisors

$399 Million
Q3 2024

A detailed history of Burt Wealth Advisors transactions in American Express CO stock. As of the latest transaction made, Burt Wealth Advisors holds 2,515 shares of AXP stock, worth $723,414. This represents 0.17% of its overall portfolio holdings.

Number of Shares

2,515

Previous 2,515 -0.0%

Holding current value

$723,414

Previous $582,000 17.01%

% of portfolio

0.17%

Previous 0.15%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 18, 2023	SELL	$147.93 - $175.14 $5,177 - $6,129	-35 Reduced 1.37%	2,515 $438,000
Q1 2023 Apr 13, 2023	BUY	$146.42 - $181.33 $98,833 - $122,397	675 Added 36.0%	2,550 $420,000
Q4 2022 Jan 17, 2023	BUY	$136.81 - $157.67 $256,518 - $295,631	1,875 New	1,875 $277,000
Q2 2022 Jul 29, 2022	SELL	$137.5 - $188.46 $164,587 - $225,586	-1,197 Closed	0 $0
Q1 2022 Apr 19, 2022	BUY	$158.74 - $198.38 $190,011 - $237,460	1,197 New	1,197 $224,000
Q4 2021 Jan 13, 2022	SELL	$150.06 - $187.08 $179,621 - $223,934	-1,197 Closed	0 $0
Q3 2021 Oct 06, 2021	BUY	$158.72 - $176.77 $189,987 - $211,593	1,197 New	1,197 $201,000
Q1 2021 Apr 15, 2021	SELL	$114.09 - $150.27 $136,565 - $179,873	-1,197 Closed	0 $0
Q3 2020 Nov 10, 2020	SELL	$90.57 - $107.27 $68,561 - $81,203	-757 Reduced 38.74%	1,197 $120,000
Q1 2020 Apr 29, 2020	SELL	$68.96 - $136.93 $9,654 - $19,170	-140 Reduced 6.69%	1,954 $167,000
Q3 2019 Oct 31, 2019	SELL	$116.8 - $128.57 $10,862 - $11,957	-93 Reduced 4.25%	2,094 $248,000
Q2 2019 Aug 05, 2019	SELL	$109.85 - $124.92 $104,577 - $118,923	-952 Reduced 30.33%	2,187 $270,000
Q1 2019 Apr 24, 2019	BUY	$93.43 - $113.55 $3,550 - $4,314	38 Added 1.23%	3,139 $343,000
Q3 2018 Oct 30, 2018	SELL	$97.84 - $111.11 $28,373 - $32,221	-290 Reduced 8.55%	3,101 $330,000
Q1 2018 Apr 24, 2018	SELL	$88.34 - $101.64 $7,420 - $8,537	-84 Reduced 2.42%	3,391 $316,000
Q4 2017 Jan 30, 2018	BUY	$90.54 - $99.7 $103,125 - $113,558	1,139 Added 48.76%	3,475 $345,000
Q2 2017 Aug 07, 2017	BUY	N/A	2,336	2,336 $196,000

Others Institutions Holding AXP

# of Institutions

2,684

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 $215B
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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Burt Wealth Advisors American Express CO Transaction History