A detailed history of Confluence Wealth Services, Inc. transactions in American Express CO stock. As of the latest transaction made, Confluence Wealth Services, Inc. holds 4,612 shares of AXP stock, worth $1.39 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
4,612
Previous 4,951 6.85%
Holding current value
$1.39 Million
Previous $1.15 Million 9.08%
% of portfolio
0.1%
Previous 0.09%

Shares

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

Oct 29, 2024

SELL
$225.92 - $271.17 $76,586 - $91,926
-339 Reduced 6.85%
4,612 $1.25 Million
Q2 2024

Jul 31, 2024

SELL
$217.5 - $243.08 $4,350 - $4,861
-20 Reduced 0.4%
4,951 $1.15 Million
Q1 2024

Apr 22, 2024

SELL
$179.79 - $229.12 $13,304 - $16,954
-74 Reduced 1.47%
4,971 $1.13 Million
Q4 2023

Jan 25, 2024

BUY
$141.31 - $187.8 $6,782 - $9,014
48 Added 0.96%
5,045 $945,000
Q3 2023

Nov 01, 2023

BUY
$149.19 - $178.04 $14,919 - $17,804
100 Added 2.04%
4,997 $745,000
Q2 2023

Aug 01, 2023

BUY
$147.93 - $175.14 $11,094 - $13,135
75 Added 1.56%
4,897 $853,000
Q4 2022

Feb 10, 2023

BUY
$136.81 - $157.67 $24,625 - $28,380
180 Added 3.88%
4,822 $712,000
Q3 2022

Nov 08, 2022

BUY
$134.91 - $165.84 $17,268 - $21,227
128 Added 2.84%
4,642 $626,000
Q2 2022

Aug 15, 2022

BUY
$137.5 - $188.46 $28,325 - $38,822
206 Added 4.78%
4,514 $735,000
Q1 2022

Apr 26, 2022

SELL
$158.74 - $198.38 $793 - $991
-5 Reduced 0.12%
4,308 $805,000
Q4 2021

Feb 10, 2022

BUY
$150.06 - $187.08 $647,208 - $806,876
4,313 New
4,313 $705,000

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 $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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