A detailed history of Connecticut Wealth Management, LLC transactions in American Express CO stock. As of the latest transaction made, Connecticut Wealth Management, LLC holds 870 shares of AXP stock, worth $259,825. This represents 0.01% of its overall portfolio holdings.

Number of Shares
870
Previous 870 -0.0%
Holding current value
$259,825
Previous $201,000 16.92%
% of portfolio
0.01%
Previous 0.01%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

SELL
$217.5 - $243.08 $133,110 - $148,764
-612 Reduced 41.3%
870 $201,000
Q1 2024

May 01, 2024

SELL
$179.79 - $229.12 $6,292 - $8,019
-35 Reduced 2.31%
1,482 $337,000
Q4 2023

Feb 06, 2024

BUY
$141.31 - $187.8 $22,326 - $29,672
158 Added 11.63%
1,517 $284,000
Q3 2023

Oct 19, 2023

SELL
$149.19 - $178.04 $8,951 - $10,682
-60 Reduced 4.23%
1,359 $202,000
Q1 2023

Apr 18, 2023

BUY
$146.42 - $181.33 $207,769 - $257,307
1,419 New
1,419 $234,000
Q2 2022

Jul 12, 2022

SELL
$137.5 - $188.46 $159,500 - $218,613
-1,160 Closed
0 $0
Q1 2022

Apr 18, 2022

BUY
$158.74 - $198.38 $184,138 - $230,120
1,160 New
1,160 $217,000

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 $223B
  • 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
Track This Portfolio

Track Connecticut Wealth Management, LLC Portfolio

Follow Connecticut Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Connecticut Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Connecticut Wealth Management, LLC with notifications on news.