A detailed history of Evermay Wealth Management LLC transactions in American Express CO stock. As of the latest transaction made, Evermay Wealth Management LLC holds 4,041 shares of AXP stock, worth $1.23 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
4,041
Previous 4,041 -0.0%
Holding current value
$1.23 Million
Previous $935,000 17.11%
% of portfolio
0.18%
Previous 0.15%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024

SELL
$179.79 - $229.12 $14,383 - $18,329
-80 Reduced 1.94%
4,041 $920,000
Q4 2023

Feb 09, 2024

SELL
$141.31 - $187.8 $3,674 - $4,882
-26 Reduced 0.63%
4,121 $772,000
Q3 2023

Nov 13, 2023

BUY
$149.19 - $178.04 $7,608 - $9,080
51 Added 1.25%
4,147 $618,000
Q2 2023

Aug 10, 2023

SELL
$147.93 - $175.14 $9,319 - $11,033
-63 Reduced 1.51%
4,096 $713,000
Q1 2023

May 15, 2023

BUY
$146.42 - $181.33 $878 - $1,087
6 Added 0.14%
4,159 $686,000
Q4 2022

Jan 19, 2023

SELL
$136.81 - $157.67 $5,882 - $6,779
-43 Reduced 1.02%
4,153 $0
Q3 2022

Nov 14, 2022

SELL
$134.91 - $165.84 $8,769 - $10,779
-65 Reduced 1.53%
4,196 $566,000
Q2 2022

Aug 15, 2022

SELL
$137.5 - $188.46 $48,125 - $65,961
-350 Reduced 7.59%
4,261 $593,000
Q1 2022

May 16, 2022

BUY
$158.74 - $198.38 $19,048 - $23,805
120 Added 2.67%
4,611 $862,000
Q3 2021

Nov 12, 2021

SELL
$158.72 - $176.77 $650,752 - $724,757
-4,100 Reduced 47.72%
4,491 $752,000
Q2 2021

Aug 13, 2021

SELL
$144.33 - $169.45 $34,639 - $40,668
-240 Reduced 2.72%
8,591 $1.42 Million
Q1 2021

May 10, 2021

SELL
$114.09 - $150.27 $81,346 - $107,142
-713 Reduced 7.47%
8,831 $1.25 Million
Q4 2020

Feb 16, 2021

SELL
$91.07 - $125.04 $117,662 - $161,551
-1,292 Reduced 11.92%
9,544 $1.15 Million
Q3 2020

Nov 05, 2020

BUY
$90.57 - $107.27 $206,499 - $244,575
2,280 Added 26.65%
10,836 $1.09 Million
Q2 2020

Jul 20, 2020

BUY
$73.6 - $113.67 $146,464 - $226,203
1,990 Added 30.31%
8,556 $815,000
Q1 2020

Apr 24, 2020

SELL
$68.96 - $136.93 $13,791 - $27,386
-200 Reduced 2.96%
6,566 $562,000
Q4 2019

Feb 11, 2020

BUY
$112.54 - $125.77 $43,890 - $49,050
390 Added 6.12%
6,766 $842,000
Q3 2019

Oct 29, 2019

BUY
$116.8 - $128.57 $154,176 - $169,712
1,320 Added 26.11%
6,376 $754,000
Q2 2019

Jul 23, 2019

SELL
$109.85 - $124.92 $1,098 - $1,249
-10 Reduced 0.2%
5,056 $624,000
Q1 2019

May 03, 2019

SELL
$93.43 - $113.55 $9,343 - $11,355
-100 Reduced 1.94%
5,066 $554,000
Q4 2018

Jan 24, 2019

BUY
$89.5 - $112.89 $123,510 - $155,788
1,380 Added 36.45%
5,166 $492,000
Q1 2018

May 04, 2018

SELL
$88.34 - $101.64 $84,011 - $96,659
-951 Reduced 20.08%
3,786 $353,000
Q4 2017

Feb 07, 2018

BUY
$90.54 - $99.7 $89,181 - $98,204
985 Added 26.25%
4,737 $470,000
Q3 2017

Oct 23, 2017

BUY
$84.25 - $90.46 $316,106 - $339,405
3,752
3,752 $339,000

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 $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...
More about AXP
Track This Portfolio

Track Evermay Wealth Management LLC Portfolio

Follow Evermay Wealth Management LLC 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 Evermay Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evermay Wealth Management LLC with notifications on news.