A detailed history of Cassaday & CO Wealth Management LLC transactions in American Express CO stock. As of the latest transaction made, Cassaday & CO Wealth Management LLC holds 1,833 shares of AXP stock, worth $552,282. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,833
Previous 1,681 9.04%
Holding current value
$552,282
Previous $389,000 27.76%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 07, 2024

BUY
$225.92 - $271.17 $34,339 - $41,217
152 Added 9.04%
1,833 $497,000
Q2 2024

Jul 30, 2024

SELL
$217.5 - $243.08 $3,045 - $3,403
-14 Reduced 0.83%
1,681 $389,000
Q1 2024

May 08, 2024

BUY
$179.79 - $229.12 $3,236 - $4,124
18 Added 1.07%
1,695 $385,000
Q4 2023

Feb 09, 2024

SELL
$141.31 - $187.8 $41,545 - $55,213
-294 Reduced 14.92%
1,677 $314,000
Q3 2023

Nov 06, 2023

BUY
$149.19 - $178.04 $44,757 - $53,412
300 Added 17.95%
1,971 $294,000
Q2 2023

Aug 07, 2023

SELL
$147.93 - $175.14 $75,444 - $89,321
-510 Reduced 23.38%
1,671 $291,000
Q1 2023

May 03, 2023

BUY
$146.42 - $181.33 $30,748 - $38,079
210 Added 10.65%
2,181 $359,000
Q4 2022

Feb 07, 2023

BUY
$136.81 - $157.67 $269,652 - $310,767
1,971 New
1,971 $0

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
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