Congress Wealth Management LLC American Express CO Transaction History

Congress Wealth Management LLC

$9.76 Billion
Q2 2025

A detailed history of Congress Wealth Management LLC transactions in American Express CO stock. As of the latest transaction made, Congress Wealth Management LLC holds 98,480 shares of AXP stock, worth $29.9 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares

98,480

Previous 50,311 95.74%

Holding current value

$29.9 Million

Previous $13.5 Million 132.07%

% of portfolio

0.32%

Previous 0.17%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$231.39 - $318.98 $11.1 Million - $15.4 Million	48,169 Added 95.74%	98,480 $31.4 Million
Q1 2025 May 14, 2025	BUY	$255.39 - $325.87 $2.1 Million - $2.68 Million	8,216 Added 19.52%	50,311 $13.5 Million
Q4 2024 Feb 11, 2025	SELL	$267.35 - $305.57 $7.34 Million - $8.39 Million	-27,462 Reduced 39.48%	42,095 $12.5 Million
Q3 2024 Nov 12, 2024	BUY	$225.92 - $271.17 $5.63 Million - $6.75 Million	24,906 Added 55.78%	69,557 $18.9 Million
Q2 2024 Aug 13, 2024	BUY	$217.5 - $243.08 $8.96 Million - $10 Million	41,173 Added 1183.81%	44,651 $10.3 Million
Q1 2024 Apr 18, 2024	SELL	$179.79 - $229.12 $1.18 Million - $1.5 Million	-6,568 Reduced 65.38%	3,478 $791,000
Q4 2023 Feb 09, 2024	BUY	$141.31 - $187.8 $940,276 - $1.25 Million	6,654 Added 196.17%	10,046 $1.88 Million
Q3 2023 Oct 30, 2023	BUY	$149.19 - $178.04 $11,636 - $13,887	78 Added 2.35%	3,392 $506,000
Q2 2023 Jul 13, 2023	BUY	$147.93 - $175.14 $5,769 - $6,830	39 Added 1.19%	3,314 $577,000
Q1 2023 Apr 14, 2023	SELL	$146.42 - $181.33 $67,060 - $83,049	-458 Reduced 12.27%	3,275 $540,000
Q4 2022 Feb 02, 2023	BUY	$136.81 - $157.67 $17,922 - $20,654	131 Added 3.64%	3,733 $551,000
Q3 2022 Nov 08, 2022	BUY	$134.91 - $165.84 $80,946 - $99,504	600 Added 19.99%	3,602 $486,000
Q2 2022 Aug 11, 2022	SELL	$137.5 - $188.46 $9,075 - $12,438	-66 Reduced 2.15%	3,002 $416,000
Q1 2022 May 16, 2022	SELL	$158.74 - $198.38 $121,436 - $151,760	-765 Reduced 19.96%	3,068 $573,000
Q4 2021 Feb 04, 2022	BUY	$150.06 - $187.08 $575,179 - $717,077	3,833 New	3,833 $627,000

Others Institutions Holding AXP

# of Institutions

3,073

Shares Held

596M

Call Options Held

6.76M

Put Options Held

5.81M

View Full List

About AMERICAN EXPRESS CO

Ticker AXP
Exchange NYSE
Sector Financial Services
Industry Credit Services
Shares Outstandng 747,233,024
Market Cap $227B
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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Congress Wealth Management LLC American Express CO Transaction History