Coastal Investment Advisors, Inc. American Express CO Transaction History

Coastal Investment Advisors, Inc.

$211 Million
Q3 2024

A detailed history of Coastal Investment Advisors, Inc. transactions in American Express CO stock. As of the latest transaction made, Coastal Investment Advisors, Inc. holds 3,606 shares of AXP stock, worth $1.09 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares

3,606

Previous 27,825 87.04%

Holding current value

$1.09 Million

Previous $6.44 Million 84.83%

% of portfolio

0.46%

Previous 1.28%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 29, 2024	SELL	$225.92 - $271.17 $5.47 Million - $6.57 Million	-24,219 Reduced 87.04%	3,606 $977,000
Q2 2024 Jul 15, 2024	SELL	$217.5 - $243.08 $11,745 - $13,126	-54 Reduced 0.19%	27,825 $6.44 Million
Q1 2024 Apr 19, 2024	BUY	$179.79 - $229.12 $170,800 - $217,664	950 Added 3.53%	27,879 $6.35 Million
Q4 2023 Jan 19, 2024	BUY	$141.31 - $187.8 $323,882 - $430,437	2,292 Added 9.3%	26,929 $5.04 Million
Q3 2023 Oct 20, 2023	SELL	$149.19 - $178.04 $52,962 - $63,204	-355 Reduced 1.42%	24,637 $3.68 Million
Q2 2023 Aug 09, 2023	SELL	$147.93 - $175.14 $13,609 - $16,112	-92 Reduced 0.37%	24,992 $4.35 Million
Q1 2023 May 05, 2023	BUY	$146.42 - $181.33 $16,106 - $19,946	110 Added 0.44%	25,084 $4.14 Million
Q4 2022 Feb 10, 2023	BUY	$136.81 - $157.67 $48,157 - $55,499	352 Added 1.43%	24,974 $3.69 Million
Q3 2022 Oct 27, 2022	SELL	$134.91 - $165.84 $261,995 - $322,061	-1,942 Reduced 7.31%	24,622 $3.32 Million
Q2 2022 Aug 09, 2022	BUY	$137.5 - $188.46 $6,462 - $8,857	47 Added 0.18%	26,564 $3.73 Million
Q1 2022 Apr 13, 2022	BUY	$158.74 - $198.38 $559,558 - $699,289	3,525 Added 15.33%	26,517 $4.96 Million
Q4 2021 Jan 18, 2022	SELL	$150.06 - $187.08 $27,460 - $34,235	-183 Reduced 0.79%	22,992 $3.76 Million
Q3 2021 Oct 18, 2021	BUY	$158.72 - $176.77 $6,507 - $7,247	41 Added 0.18%	23,175 $3.88 Million
Q2 2021 Jul 15, 2021	BUY	$144.33 - $169.45 $6,927 - $8,133	48 Added 0.21%	23,134 $3.82 Million
Q1 2021 Apr 12, 2021	BUY	$114.09 - $150.27 $1.42 Million - $1.87 Million	12,430 Added 116.65%	23,086 $3.27 Million
Q4 2020 Jan 13, 2021	BUY	$91.07 - $125.04 $10,108 - $13,879	111 Added 1.05%	10,656 $1.29 Million
Q3 2020 Oct 23, 2020	BUY	$90.57 - $107.27 $15,668 - $18,557	173 Added 1.67%	10,545 $1.06 Million
Q2 2020 Jul 16, 2020	BUY	$73.6 - $113.67 $34,812 - $53,765	473 Added 4.78%	10,372 $987,000
Q1 2020 Apr 23, 2020	BUY	$68.96 - $136.93 $60,202 - $119,539	873 Added 9.67%	9,899 $847,000
Q4 2019 Feb 05, 2020	SELL	$112.54 - $125.77 $8.31 Million - $9.28 Million	-73,798 Reduced 89.1%	9,026 $1.08 Million
Q3 2019 Oct 18, 2019	BUY	$116.8 - $128.57 $8.61 Million - $9.48 Million	73,716 Added 809.35%	82,824 $9.8 Million
Q2 2019 Aug 01, 2019	BUY	$109.85 - $124.92 $132,698 - $150,903	1,208 Added 15.29%	9,108 $1.13 Million
Q1 2019 May 15, 2019	BUY	$93.43 - $113.55 $738,097 - $897,045	7,900 New	7,900 $864,000

Others Institutions Holding AXP

# of Institutions

2,694

Shares Held

573M

Call Options Held

9.43M

Put Options Held

8.32M

View Full List

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...

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Coastal Investment Advisors, Inc. American Express CO Transaction History