Evercore Wealth Management, LLC American Express CO Transaction History

Evercore Wealth Management, LLC

  • $6.2 Billion
  • Q2 2025

A detailed history of Evercore Wealth Management, LLC transactions in American Express CO stock. As of the latest transaction made, Evercore Wealth Management, LLC holds 13,592 shares of AXP stock, worth $4.12 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
13,592
Previous 13,827 1.7%
Holding current value
$4.12 Million
Previous $3.72 Million 16.53%
% of portfolio
0.07%
Previous 0.06%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
$231.39 - $318.98 $54,376 - $74,960
-235 Reduced 1.7%
13,592 $4.34 Million
Q1 2025

May 15, 2025
SELL
$255.39 - $325.87 $52,099 - $66,477
-204 Reduced 1.45%
13,827 $3.72 Million
Q4 2024

Feb 14, 2025
BUY
$267.35 - $305.57 $91,701 - $104,810
343 Added 2.51%
14,031 $4.16 Million
Q3 2024

Nov 14, 2024
SELL
$225.92 - $271.17 $126,515 - $151,855
-560 Reduced 3.93%
13,688 $3.71 Million
Q2 2024

Aug 14, 2024
SELL
$217.5 - $243.08 $51,547 - $57,609
-237 Reduced 1.64%
14,248 $3.3 Million
Q1 2024

May 15, 2024
SELL
$179.79 - $229.12 $50,161 - $63,924
-279 Reduced 1.89%
14,485 $3.3 Million
Q4 2023

Feb 14, 2024
SELL
$141.31 - $187.8 $23,033 - $30,611
-163 Reduced 1.09%
14,764 $2.77 Million
Q3 2023

Nov 14, 2023
BUY
$149.19 - $178.04 $94,288 - $112,521
632 Added 4.42%
14,927 $2.23 Million
Q2 2023

Aug 04, 2023
SELL
$147.93 - $175.14 $121,894 - $144,315
-824 Reduced 5.45%
14,295 $2.49 Million
Q1 2023

May 15, 2023
SELL
$146.42 - $181.33 $34,115 - $42,249
-233 Reduced 1.52%
15,119 $2.49 Million
Q4 2022

Feb 14, 2023
SELL
$136.81 - $157.67 $8,071 - $9,302
-59 Reduced 0.38%
15,352 $2.27 Million
Q3 2022

Nov 14, 2022
BUY
$134.91 - $165.84 $14,435 - $17,744
107 Added 0.7%
15,411 $2.08 Million
Q2 2022

Aug 15, 2022
BUY
$137.5 - $188.46 $31,625 - $43,345
230 Added 1.53%
15,304 $2.12 Million
Q1 2022

May 16, 2022
SELL
$158.74 - $198.38 $30,478 - $38,088
-192 Reduced 1.26%
15,074 $2.82 Million
Q4 2021

Feb 14, 2022
SELL
$150.06 - $187.08 $24,759 - $30,868
-165 Reduced 1.07%
15,266 $2.5 Million
Q3 2021

Nov 15, 2021
SELL
$158.72 - $176.77 $124,595 - $138,764
-785 Reduced 4.84%
15,431 $2.59 Million
Q2 2021

Aug 16, 2021
SELL
$144.33 - $169.45 $22,226 - $26,095
-154 Reduced 0.94%
16,216 $2.68 Million
Q1 2021

May 17, 2021
BUY
$114.09 - $150.27 $25,442 - $33,510
223 Added 1.38%
16,370 $2.32 Million
Q4 2020

Feb 16, 2021
SELL
$91.07 - $125.04 $124,583 - $171,054
-1,368 Reduced 7.81%
16,147 $1.95 Million
Q3 2020

Nov 16, 2020
SELL
$90.57 - $107.27 $27,714 - $32,824
-306 Reduced 1.72%
17,515 $1.76 Million
Q2 2020

Aug 13, 2020
BUY
$73.6 - $113.67 $128,726 - $198,808
1,749 Added 10.88%
17,821 $1.7 Million
Q1 2020

May 14, 2020
BUY
$68.96 - $136.93 $77,993 - $154,867
1,131 Added 7.57%
16,072 $1.38 Million
Q4 2019

Feb 13, 2020
SELL
$112.54 - $125.77 $50,868 - $56,848
-452 Reduced 2.94%
14,941 $1.86 Million
Q3 2019

Nov 14, 2019
BUY
$116.8 - $128.57 $553,982 - $609,807
4,743 Added 44.54%
15,393 $1.82 Million
Q2 2019

Aug 13, 2019
SELL
$109.85 - $124.92 $22,848 - $25,983
-208 Reduced 1.92%
10,650 $1.31 Million
Q1 2019

May 14, 2019
BUY
$93.43 - $113.55 $330,181 - $401,285
3,534 Added 48.25%
10,858 $1.19 Million
Q4 2018

Feb 13, 2019
SELL
$89.5 - $112.89 $296,782 - $374,343
-3,316 Reduced 31.17%
7,324 $698,000
Q3 2018

Nov 13, 2018
SELL
$97.84 - $111.11 $20,644 - $23,444
-211 Reduced 1.94%
10,640 $1.13 Million
Q2 2018

Aug 14, 2018
BUY
$91.0 - $102.7 $307,307 - $346,817
3,377 Added 45.18%
10,851 $1.06 Million
Q4 2017

Feb 13, 2018
SELL
$90.54 - $99.7 $44,092 - $48,553
-487 Reduced 6.12%
7,474 $743,000
Q3 2017

Nov 13, 2017
BUY
$84.25 - $90.46 $670,714 - $720,152
7,961
7,961 $720,000

Others Institutions Holding AXP

# of Institutions
3,069
Shares Held
596M
Call Options Held
6.99M
Put Options Held
5.79M
View Full List

About AMERICAN EXPRESS CO

AXP Quotes by TradingView
  • Ticker AXP
  • Exchange NYSE
  • Sector Financial Services
  • Industry Credit Services
  • Shares Outstandng 747,233,024
  • Market Cap $227B
  • 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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