Creative Planning American Express CO Transaction History

Creative Planning

$101 Billion
Q3 2024

A detailed history of Creative Planning transactions in American Express CO stock. As of the latest transaction made, Creative Planning holds 161,031 shares of AXP stock, worth $49.2 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

161,031

Previous 153,703 4.77%

Holding current value

$49.2 Million

Previous $35.6 Million 22.7%

% of portfolio

0.04%

Previous 0.04%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 11, 2024	BUY	$225.92 - $271.17 $1.66 Million - $1.99 Million	7,328 Added 4.77%	161,031 $43.7 Million
Q2 2024 Aug 15, 2024	BUY	$217.5 - $243.08 $1.79 Million - $2 Million	8,228 Added 5.66%	153,703 $35.6 Million
Q1 2024 May 10, 2024	BUY	$179.79 - $229.12 $1.3 Million - $1.65 Million	7,215 Added 5.22%	145,475 $33.1 Million
Q4 2023 Feb 14, 2024	BUY	$141.31 - $187.8 $1.33 Million - $1.77 Million	9,410 Added 7.3%	138,260 $25.9 Million
Q3 2023 Nov 16, 2023	BUY	$149.19 - $178.04 $814,577 - $972,098	5,460 Added 4.42%	128,850 $19.2 Million
Q2 2023 Jul 21, 2023	BUY	$147.93 - $175.14 $981,515 - $1.16 Million	6,635 Added 5.68%	123,390 $21.5 Million
Q1 2023 May 15, 2023	BUY	$146.42 - $181.33 $479,379 - $593,674	3,274 Added 2.89%	116,755 $19.3 Million
Q4 2022 Feb 10, 2023	BUY	$136.81 - $157.67 $538,347 - $620,431	3,935 Added 3.59%	113,481 $16.8 Million
Q3 2022 Nov 03, 2022	BUY	$134.91 - $165.84 $391,373 - $481,101	2,901 Added 2.72%	109,546 $14.8 Million
Q2 2022 Aug 15, 2022	BUY	$137.5 - $188.46 $1.69 Million - $2.32 Million	12,310 Added 13.05%	106,645 $14.8 Million
Q1 2022 May 16, 2022	BUY	$158.74 - $198.38 $955,456 - $1.19 Million	6,019 Added 6.82%	94,335 $17.6 Million
Q4 2021 Feb 11, 2022	SELL	$150.06 - $187.08 $1.1 Million - $1.37 Million	-7,307 Reduced 7.64%	88,316 $14.4 Million
Q3 2021 Nov 10, 2021	BUY	$158.72 - $176.77 $209,034 - $232,806	1,317 Added 1.4%	95,623 $16 Million
Q2 2021 Aug 04, 2021	BUY	$144.33 - $169.45 $981,588 - $1.15 Million	6,801 Added 7.77%	94,306 $15.6 Million
Q1 2021 Apr 30, 2021	BUY	$114.09 - $150.27 $121,163 - $159,586	1,062 Added 1.23%	87,505 $12.4 Million
Q4 2020 Jan 29, 2021	SELL	$91.07 - $125.04 $161,831 - $222,196	-1,777 Reduced 2.01%	86,443 $10.5 Million
Q3 2020 Nov 05, 2020	BUY	$90.57 - $107.27 $898,182 - $1.06 Million	9,917 Added 12.66%	88,220 $8.84 Million
Q2 2020 Jul 23, 2020	SELL	$73.6 - $113.67 $333,702 - $515,379	-4,534 Reduced 5.47%	78,303 $7.45 Million
Q1 2020 May 05, 2020	SELL	$68.96 - $136.93 $138,471 - $274,955	-2,008 Reduced 2.37%	82,837 $7.09 Million
Q4 2019 Jan 30, 2020	SELL	$112.54 - $125.77 $749,854 - $838,005	-6,663 Reduced 7.28%	84,845 $10.6 Million
Q3 2019 Nov 01, 2019	BUY	$116.8 - $128.57 $618,339 - $680,649	5,294 Added 6.14%	91,508 $10.8 Million
Q2 2019 Jul 26, 2019	BUY	$109.85 - $124.92 $363,823 - $413,735	3,312 Added 4.0%	86,214 $10.6 Million
Q1 2019 Apr 24, 2019	BUY	$93.43 - $113.55 $784,718 - $953,706	8,399 Added 11.27%	82,902 $9.06 Million
Q4 2018 Feb 01, 2019	BUY	$89.5 - $112.89 $87,889 - $110,857	982 Added 1.34%	74,503 $7.1 Million
Q3 2018 Oct 25, 2018	BUY	$97.84 - $111.11 $87,566 - $99,443	895 Added 1.23%	73,521 $7.83 Million
Q2 2018 Jul 20, 2018	BUY	$91.0 - $102.7 $828,191 - $934,672	9,101 Added 14.33%	72,626 $7.12 Million
Q1 2018 Apr 18, 2018	SELL	$88.34 - $101.64 $220,319 - $253,490	-2,494 Reduced 3.78%	63,525 $5.93 Million
Q4 2017 Jan 17, 2018	BUY	$90.54 - $99.7 $801,822 - $882,943	8,856 Added 15.49%	66,019 $6.56 Million
Q3 2017 Oct 17, 2017	BUY	$84.25 - $90.46 $4.82 Million - $5.17 Million	57,163	57,163 $5.17 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 $228B
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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Creative Planning American Express CO Transaction History