A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in American Express CO stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 8,160 shares of AXP stock, worth $2.35 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
8,160
Previous 8,033 1.58%
Holding current value
$2.35 Million
Previous $1.86 Million 18.92%
% of portfolio
0.06%
Previous 0.06%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024

BUY
$225.92 - $271.17 $28,691 - $34,438
127 Added 1.58%
8,160 $2.21 Million
Q2 2024

Aug 09, 2024

BUY
$217.5 - $243.08 $289,492 - $323,539
1,331 Added 19.86%
8,033 $1.86 Million
Q1 2024

May 06, 2024

BUY
$179.79 - $229.12 $435,631 - $555,157
2,423 Added 56.63%
6,702 $1.53 Million
Q4 2023

Feb 06, 2024

BUY
$141.31 - $187.8 $27,131 - $36,057
192 Added 4.7%
4,279 $801,000
Q3 2023

Nov 02, 2023

BUY
$149.19 - $178.04 $165,899 - $197,980
1,112 Added 37.38%
4,087 $609,000
Q2 2023

Aug 11, 2023

BUY
$147.93 - $175.14 $36,242 - $42,909
245 Added 8.97%
2,975 $518,000
Q1 2023

May 09, 2023

BUY
$146.42 - $181.33 $59,739 - $73,982
408 Added 17.57%
2,730 $450,000
Q4 2022

Feb 07, 2023

SELL
$136.81 - $157.67 $23,394 - $26,961
-171 Reduced 6.86%
2,322 $343,000
Q3 2022

Nov 02, 2022

BUY
$134.91 - $165.84 $14,030 - $17,247
104 Added 4.35%
2,493 $336,000
Q2 2022

Aug 02, 2022

BUY
$137.5 - $188.46 $149,737 - $205,232
1,089 Added 83.77%
2,389 $331,000
Q1 2022

May 13, 2022

SELL
$158.74 - $198.38 $28,573 - $35,708
-180 Reduced 12.16%
1,300 $243,000
Q4 2021

Feb 14, 2022

SELL
$150.06 - $187.08 $29,711 - $37,041
-198 Reduced 11.8%
1,480 $242,000
Q3 2021

Nov 02, 2021

BUY
$158.72 - $176.77 $49,044 - $54,621
309 Added 22.57%
1,678 $281,000
Q2 2021

Aug 12, 2021

BUY
$144.33 - $169.45 $197,587 - $231,977
1,369 New
1,369 $226,000
Q4 2020

Feb 12, 2021

SELL
$91.07 - $125.04 $395,608 - $543,173
-4,344 Closed
0 $0
Q3 2020

Nov 12, 2020

BUY
$90.57 - $107.27 $54,160 - $64,147
598 Added 15.96%
4,344 $435,000
Q2 2020

Aug 12, 2020

BUY
$73.6 - $113.67 $36,652 - $56,607
498 Added 15.33%
3,746 $357,000
Q1 2020

May 11, 2020

BUY
$68.96 - $136.93 $15,447 - $30,672
224 Added 7.41%
3,248 $278,000
Q4 2019

Feb 13, 2020

SELL
$112.54 - $125.77 $33,762 - $37,731
-300 Reduced 9.03%
3,024 $376,000
Q3 2019

Nov 13, 2019

SELL
$116.8 - $128.57 $16,001 - $17,614
-137 Reduced 3.96%
3,324 $393,000
Q2 2019

Aug 12, 2019

BUY
$109.85 - $124.92 $26,803 - $30,480
244 Added 7.58%
3,461 $427,000
Q1 2019

May 13, 2019

BUY
$93.43 - $113.55 $300,564 - $365,290
3,217 New
3,217 $352,000

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 $215B
  • 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 Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Portfolio

Follow Empirical Financial Services, LLC D.B.A. Empirical Wealth Management 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 Empirical Financial Services, LLC D.B.A. Empirical Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Empirical Financial Services, LLC D.B.A. Empirical Wealth Management with notifications on news.