A detailed history of Concord Wealth Partners transactions in American Express CO stock. As of the latest transaction made, Concord Wealth Partners holds 422 shares of AXP stock, worth $121,443. This represents 0.02% of its overall portfolio holdings.

Number of Shares
422
Previous 382 10.47%
Holding current value
$121,443
Previous $88,000 29.55%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 24, 2024

BUY
$225.92 - $271.17 $9,036 - $10,846
40 Added 10.47%
422 $114,000
Q2 2024

Jul 31, 2024

SELL
$217.5 - $243.08 $19,357 - $21,634
-89 Reduced 18.9%
382 $88,000
Q1 2024

Apr 30, 2024

BUY
$179.79 - $229.12 $5,393 - $6,873
30 Added 6.8%
471 $107,000
Q4 2023

Apr 30, 2024

SELL
$141.31 - $187.8 $30,664 - $40,752
-217 Reduced 32.98%
441 $82,000
Q4 2023

Feb 05, 2024

SELL
$141.31 - $187.8 $30,664 - $40,752
-217 Reduced 32.98%
441 $82,000
Q3 2023

Apr 30, 2024

BUY
$149.19 - $178.04 $32,374 - $38,634
217 Added 49.21%
658 $98,000
Q3 2023

Oct 25, 2023

SELL
$149.19 - $178.04 $9,995 - $11,928
-67 Reduced 9.24%
658 $98,000
Q2 2023

Aug 07, 2023

SELL
$147.93 - $175.14 $30,621 - $36,253
-207 Reduced 22.21%
725 $126,000
Q1 2023

Apr 26, 2023

SELL
$146.42 - $181.33 $23,134 - $28,650
-158 Reduced 14.5%
932 $153,000
Q4 2022

Jan 27, 2023

BUY
$136.81 - $157.67 $149,122 - $171,860
1,090 New
1,090 $161,000
Q2 2022

Aug 04, 2022

SELL
$137.5 - $188.46 $412 - $565
-3 Reduced 0.23%
1,279 $177,000
Q1 2022

Apr 20, 2022

SELL
$158.74 - $198.38 $13,492 - $16,862
-85 Reduced 6.22%
1,282 $240,000
Q4 2021

Jan 21, 2022

BUY
$150.06 - $187.08 $101,290 - $126,279
675 Added 97.54%
1,367 $224,000
Q3 2021

Nov 09, 2021

SELL
$158.72 - $176.77 $75,392 - $83,965
-475 Reduced 40.7%
692 $116,000
Q2 2021

Jul 29, 2021

SELL
$144.33 - $169.45 $13,134 - $15,419
-91 Reduced 7.23%
1,167 $193,000
Q1 2021

May 13, 2021

SELL
$114.09 - $150.27 $13,234 - $17,431
-116 Reduced 8.44%
1,258 $178,000
Q4 2020

Feb 16, 2021

BUY
$91.07 - $125.04 $125,130 - $171,804
1,374 New
1,374 $166,000

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 $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...
More about AXP
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