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 $249,533. This represents 0.01% of its overall portfolio holdings.

Number of Shares
870
Previous 1,482 41.3%
Holding current value
$249,533
Previous $337,000 40.36%
% of portfolio
0.01%
Previous 0.02%

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 $214B
  • 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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