A detailed history of Ep Wealth Advisors, LLC transactions in American Express CO stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 21,682 shares of AXP stock, worth $6.22 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
21,682
Previous 21,863 0.83%
Holding current value
$6.22 Million
Previous $4.98 Million 0.86%
% of portfolio
0.05%
Previous 0.06%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 19, 2024

SELL
$217.5 - $243.08 $39,367 - $43,997
-181 Reduced 0.83%
21,682 $5.02 Million
Q1 2024

May 14, 2024

BUY
$179.79 - $229.12 $46,385 - $59,112
258 Added 1.19%
21,863 $4.98 Million
Q4 2023

Feb 28, 2024

BUY
$141.31 - $187.8 $240,227 - $319,260
1,700 Added 8.54%
21,605 $4.05 Million
Q3 2023

Nov 22, 2023

BUY
$149.19 - $178.04 $252,131 - $300,887
1,690 Added 9.28%
19,905 $2.97 Million
Q2 2023

Aug 14, 2023

SELL
$147.93 - $175.14 $338 Million - $400 Million
-2,281,785 Reduced 99.21%
18,215 $3.17 Million
Q1 2023

Jun 05, 2023

BUY
$146.42 - $181.33 $334 Million - $414 Million
2,282,263 Added 12867.24%
2,300,000 $379 Million
Q4 2022

Jun 12, 2023

SELL
$136.81 - $157.67 $312 Million - $360 Million
-2,283,378 Reduced 99.28%
16,622 $2.46 Million
Q3 2022

Dec 02, 2022

BUY
$134.91 - $165.84 $83,644 - $102,820
620 Added 3.62%
17,737 $2.39 Million
Q2 2022

Aug 11, 2022

SELL
$137.5 - $188.46 $40,150 - $55,030
-292 Reduced 1.68%
17,117 $2.37 Million
Q1 2022

May 20, 2022

SELL
$158.74 - $198.38 $94,291 - $117,837
-594 Reduced 3.3%
17,409 $3.26 Million
Q4 2021

Feb 17, 2022

SELL
$150.06 - $187.08 $89,135 - $111,125
-594 Reduced 3.19%
18,003 $2.95 Million
Q3 2021

Nov 23, 2021

SELL
$158.72 - $176.77 $6 Million - $6.69 Million
-37,832 Reduced 67.04%
18,597 $3.12 Million
Q3 2021

Nov 16, 2021

BUY
$158.72 - $176.77 $6.12 Million - $6.82 Million
38,567 Added 215.92%
56,429 $3.12 Million
Q2 2021

Aug 24, 2021

BUY
$144.33 - $169.45 $2.58 Million - $3.03 Million
17,862 New
17,862 $2.95 Million
Q4 2020

Feb 18, 2021

SELL
$91.07 - $125.04 $1.99 Million - $2.74 Million
-21,876 Closed
0 $0
Q3 2020

Nov 17, 2020

SELL
$90.57 - $107.27 $262,200 - $310,546
-2,895 Reduced 11.69%
21,876 $2.19 Million
Q2 2020

Aug 14, 2020

SELL
$73.6 - $113.67 $987,049 - $1.52 Million
-13,411 Reduced 35.12%
24,771 $2.36 Million
Q1 2020

May 18, 2020

SELL
$68.96 - $136.93 $515,338 - $1.02 Million
-7,473 Reduced 16.37%
38,182 $3.27 Million
Q4 2019

Feb 14, 2020

SELL
$112.54 - $125.77 $100,610 - $112,438
-894 Reduced 1.92%
45,655 $5.68 Million
Q3 2019

Nov 18, 2019

BUY
$116.8 - $128.57 $5.44 Million - $5.98 Million
46,549 New
46,549 $5.51 Million
Q2 2019

Aug 27, 2019

SELL
$109.85 - $124.92 $496,522 - $564,638
-4,520 Closed
0 $0
Q1 2019

May 20, 2019

BUY
$93.43 - $113.55 $31,205 - $37,925
334 Added 7.98%
4,520 $494,000
Q4 2018

Feb 19, 2019

BUY
$89.5 - $112.89 $44,571 - $56,219
498 Added 13.5%
4,186 $399,000
Q3 2018

Nov 15, 2018

SELL
$97.84 - $111.11 $7,631 - $8,666
-78 Reduced 2.07%
3,688 $393,000
Q2 2018

Aug 14, 2018

BUY
$91.0 - $102.7 $10,374 - $11,707
114 Added 3.12%
3,766 $369,000
Q1 2018

May 15, 2018

BUY
$88.34 - $101.64 $7,862 - $9,045
89 Added 2.5%
3,652 $341,000
Q4 2017

Feb 15, 2018

BUY
$90.54 - $99.7 $11,136 - $12,263
123 Added 3.58%
3,563 $354,000
Q3 2017

Nov 15, 2017

SELL
$84.25 - $90.46 $11,626 - $12,483
-138 Reduced 3.86%
3,440 $311,000
Q2 2017

Aug 17, 2017

BUY
N/A
3,578
3,578 $301,000

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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