Connectus Wealth, LLC American Express CO Transaction History

Connectus Wealth, LLC

$4.37 Billion
Q1 2024

A detailed history of Connectus Wealth, LLC transactions in American Express CO stock. As of the latest transaction made, Connectus Wealth, LLC holds 17,987 shares of AXP stock, worth $5.27 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

17,987

Previous 18,990 5.28%

Holding current value

$5.27 Million

Previous $3.56 Million 15.13%

% of portfolio

0.09%

Previous 0.06%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 14, 2024	SELL	$179.79 - $229.12 $180,329 - $229,807	-1,003 Reduced 5.28%	17,987 $4.1 Million
Q4 2023 Feb 14, 2024	SELL	$141.31 - $187.8 $139,049 - $184,795	-984 Reduced 4.93%	18,990 $3.56 Million
Q3 2023 Nov 13, 2023	SELL	$149.19 - $178.04 $15,217 - $18,160	-102 Reduced 0.51%	19,974 $2.98 Million
Q2 2023 Aug 14, 2023	SELL	$147.93 - $175.14 $13,313 - $15,762	-90 Reduced 0.45%	20,076 $3.5 Million
Q1 2023 May 11, 2023	SELL	$146.42 - $181.33 $12.1 Million - $15 Million	-82,912 Reduced 80.44%	20,166 $3.33 Million
Q4 2022 Feb 07, 2023	SELL	$136.81 - $157.67 $14.2 Million - $16.4 Million	-104,017 Reduced 50.23%	103,078 $15.2 Million
Q3 2022 Nov 10, 2022	BUY	$134.91 - $165.84 $1.56 Million - $1.91 Million	11,542 Added 5.9%	207,095 $28 Million
Q2 2022 Aug 08, 2022	BUY	$137.5 - $188.46 $1.23 Million - $1.69 Million	8,961 Added 4.8%	195,553 $27.2 Million
Q1 2022 May 06, 2022	SELL	$158.74 - $198.38 $3.1 Million - $3.87 Million	-19,531 Reduced 9.48%	186,592 $30.6 Million
Q4 2021 Feb 09, 2022	BUY	$150.06 - $187.08 $30.9 Million - $38.6 Million	206,123 New	206,123 $33.8 Million

Others Institutions Holding AXP

# of Institutions

2,689

Shares Held

573M

Call Options Held

9.43M

Put Options Held

8.32M

View Full List

About AMERICAN EXPRESS CO

Ticker AXP
Exchange NYSE
Sector Financial Services
Industry Credit Services
Shares Outstandng 747,233,024
Market Cap $219B
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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Connectus Wealth, LLC American Express CO Transaction History