Cypress Wealth Services, LLC American Express CO Transaction History

Cypress Wealth Services, LLC

$468 Million
Q3 2024

A detailed history of Cypress Wealth Services, LLC transactions in American Express CO stock. As of the latest transaction made, Cypress Wealth Services, LLC holds 5,342 shares of AXP stock, worth $1.45 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares

5,342

Previous 5,191 2.91%

Holding current value

$1.45 Million

Previous $1.2 Million 20.57%

% of portfolio

0.31%

Previous 0.27%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 08, 2024	BUY	$225.92 - $271.17 $34,113 - $40,946	151 Added 2.91%	5,342 $1.45 Million
Q2 2024 Jul 12, 2024	BUY	$217.5 - $243.08 $6,525 - $7,292	30 Added 0.58%	5,191 $1.2 Million
Q1 2024 Apr 15, 2024	BUY	$179.79 - $229.12 $165,946 - $211,477	923 Added 21.78%	5,161 $1.18 Million
Q4 2023 Jan 10, 2024	BUY	$141.31 - $187.8 $2,119 - $2,817	15 Added 0.36%	4,238 $793,000
Q3 2023 Oct 13, 2023	BUY	$149.19 - $178.04 $1,193 - $1,424	8 Added 0.19%	4,223 $630,000
Q2 2023 Jul 21, 2023	BUY	$147.93 - $175.14 $1,331 - $1,576	9 Added 0.21%	4,215 $734,000
Q1 2023 Apr 07, 2023	SELL	$146.42 - $181.33 $15,666 - $19,402	-107 Reduced 2.48%	4,206 $693,000
Q4 2022 Jan 18, 2023	BUY	$136.81 - $157.67 $5,198 - $5,991	38 Added 0.89%	4,313 $0
Q3 2022 Oct 14, 2022	SELL	$134.91 - $165.84 $42,631 - $52,405	-316 Reduced 6.88%	4,275 $594,000
Q2 2022 Jul 27, 2022	BUY	$137.5 - $188.46 $10,037 - $13,757	73 Added 1.62%	4,591 $636,000
Q1 2022 Apr 22, 2022	BUY	$158.74 - $198.38 $317 - $396	2 Added 0.04%	4,518 $845,000
Q4 2021 Jan 19, 2022	BUY	$150.06 - $187.08 $10,654 - $13,282	71 Added 1.6%	4,516 $739,000
Q3 2021 Oct 13, 2021	SELL	$158.72 - $176.77 $3,174 - $3,535	-20 Reduced 0.45%	4,445 $745,000
Q2 2021 Jul 14, 2021	BUY	$144.33 - $169.45 $3,175 - $3,727	22 Added 0.5%	4,465 $738,000
Q1 2021 Apr 28, 2021	BUY	$114.09 - $150.27 $2,509 - $3,305	22 Added 0.5%	4,443 $628,000
Q4 2020 Jan 22, 2021	SELL	$91.07 - $125.04 $262,645 - $360,615	-2,884 Reduced 39.48%	4,421 $534,000
Q2 2020 Jul 15, 2020	BUY	$73.6 - $113.67 $181,056 - $279,628	2,460 Added 50.77%	7,305 $695,000
Q1 2020 Apr 10, 2020	BUY	$68.96 - $136.93 $6,482 - $12,871	94 Added 1.98%	4,845 $415,000
Q4 2019 Jan 14, 2020	BUY	$112.54 - $125.77 $1,463 - $1,635	13 Added 0.27%	4,751 $592,000
Q3 2019 Oct 16, 2019	SELL	$116.8 - $128.57 $212,809 - $234,254	-1,822 Reduced 27.77%	4,738 $560,000
Q2 2019 Jul 24, 2019	SELL	$109.85 - $124.92 $5,492 - $6,246	-50 Reduced 0.76%	6,560 $810,000
Q1 2019 Apr 19, 2019	BUY	$93.43 - $113.55 $617,572 - $750,565	6,610 New	6,610 $722,000
Q4 2018 Jan 22, 2019	SELL	$89.5 - $112.89 $232,521 - $293,288	-2,598 Closed	0 $0
Q3 2018 Oct 19, 2018	BUY	$97.84 - $111.11 $6,555 - $7,444	67 Added 2.65%	2,598 $277,000
Q2 2018 Aug 06, 2018	SELL	$91.0 - $102.7 $1,365 - $1,540	-15 Reduced 0.59%	2,531 $248,000
Q1 2018 May 01, 2018	SELL	$88.34 - $101.64 $11,925 - $13,721	-135 Reduced 5.04%	2,546 $237,000
Q4 2017 Feb 05, 2018	BUY	$90.54 - $99.7 $242,737 - $267,295	2,681	2,681 $266,000

Others Institutions Holding AXP

# of Institutions

2,614

Shares Held

596M

Call Options Held

9.09M

Put Options Held

7.95M

View Full List

About AMERICAN EXPRESS CO

Ticker AXP
Exchange NYSE
Sector Financial Services
Industry Credit Services
Shares Outstandng 747,233,024
Market Cap $204B
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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Cypress Wealth Services, LLC American Express CO Transaction History