A detailed history of Evoke Wealth, LLC transactions in American Express CO stock. As of the latest transaction made, Evoke Wealth, LLC holds 9,573 shares of AXP stock, worth $2.9 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
9,573
Holding current value
$2.9 Million
% of portfolio
0.07%

Shares

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

Nov 13, 2024

BUY
$225.92 - $271.17 $2.16 Million - $2.6 Million
9,573 New
9,573 $2.6 Billion
Q1 2024

May 15, 2024

BUY
$179.79 - $229.12 $5,393 - $6,873
30 Added 0.37%
8,247 $1.88 Million
Q4 2023

Feb 12, 2024

SELL
$141.31 - $187.8 $2,967 - $3,943
-21 Reduced 0.25%
8,217 $1.54 Million
Q3 2023

Nov 13, 2023

BUY
$149.19 - $178.04 $13,874 - $16,557
93 Added 1.14%
8,238 $1.23 Million
Q2 2023

Aug 09, 2023

BUY
$147.93 - $175.14 $23,520 - $27,847
159 Added 1.99%
8,145 $1.42 Million
Q1 2023

May 08, 2023

BUY
$146.42 - $181.33 $14,934 - $18,495
102 Added 1.29%
7,986 $1.32 Million
Q4 2022

Feb 10, 2023

SELL
$136.81 - $157.67 $28,046 - $32,322
-205 Reduced 2.53%
7,884 $1.16 Million
Q3 2022

Nov 07, 2022

SELL
$134.91 - $165.84 $35,346 - $43,450
-262 Reduced 3.14%
8,089 $1.09 Million
Q2 2022

Aug 04, 2022

BUY
$137.5 - $188.46 $9,212 - $12,626
67 Added 0.81%
8,351 $1.16 Million
Q1 2022

May 10, 2022

BUY
$158.74 - $198.38 $12,381 - $15,473
78 Added 0.95%
8,284 $1.55 Million
Q4 2021

Feb 09, 2022

SELL
$150.06 - $187.08 $40,816 - $50,885
-272 Reduced 3.21%
8,206 $1.34 Million
Q3 2021

Nov 12, 2021

SELL
$158.72 - $176.77 $36,664 - $40,833
-231 Reduced 2.65%
8,478 $1.42 Million
Q2 2021

Aug 05, 2021

SELL
$144.33 - $169.45 $79,092 - $92,858
-548 Reduced 5.92%
8,709 $1.44 Million
Q1 2021

May 13, 2021

BUY
$114.09 - $150.27 $761,664 - $1 Million
6,676 Added 258.66%
9,257 $1.31 Million
Q4 2020

Feb 12, 2021

BUY
$91.07 - $125.04 $33,604 - $46,139
369 Added 16.68%
2,581 $312,000
Q2 2020

Aug 10, 2020

SELL
$73.6 - $113.67 $15,161 - $23,416
-206 Reduced 8.52%
2,212 $211,000
Q1 2020

May 07, 2020

SELL
$68.96 - $136.93 $22,067 - $43,817
-320 Reduced 11.69%
2,418 $207 Million
Q4 2019

Feb 07, 2020

BUY
$112.54 - $125.77 $18,006 - $20,123
160 Added 6.21%
2,738 $341 Million
Q3 2019

Nov 12, 2019

BUY
$116.8 - $128.57 $301,110 - $331,453
2,578 New
2,578 $305 Million

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 $226B
  • 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 Evoke Wealth, LLC Portfolio

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

News

Stay updated on Evoke Wealth, LLC with notifications on news.