A detailed history of Cassady Schiller Wealth Management, LLC transactions in American Express CO stock. As of the latest transaction made, Cassady Schiller Wealth Management, LLC holds 1,976 shares of AXP stock, worth $578,968. This represents 0.21% of its overall portfolio holdings.

Number of Shares
1,976
Previous 1,976 -0.0%
Holding current value
$578,968
Previous $457,000 17.07%
% of portfolio
0.21%
Previous 0.19%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024

BUY
$179.79 - $229.12 $274,179 - $349,408
1,525 Added 338.14%
1,976 $449,000
Q1 2023

May 12, 2023

SELL
$146.42 - $181.33 $23,427 - $29,012
-160 Reduced 26.19%
451 $74,000
Q4 2022

Feb 13, 2023

BUY
$136.81 - $157.67 $83,590 - $96,336
611 New
611 $90,000
Q1 2022

May 12, 2022

SELL
$158.74 - $198.38 $73,337 - $91,651
-462 Closed
0 $0
Q4 2021

Feb 09, 2022

BUY
$150.06 - $187.08 $69,327 - $86,430
462 New
462 $76,000

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 $219B
  • 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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