A detailed history of Horizon Wealth Management, LLC transactions in American Express CO stock. As of the latest transaction made, Horizon Wealth Management, LLC holds 2,073 shares of AXP stock, worth $596,567. This represents 0.11% of its overall portfolio holdings.

Number of Shares
2,073
Previous 2,071 0.1%
Holding current value
$596,567
Previous $479,000 17.33%
% of portfolio
0.11%
Previous 0.11%

Shares

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

Oct 16, 2024

BUY
$225.92 - $271.17 $451 - $542
2 Added 0.1%
2,073 $562,000
Q2 2024

Jul 19, 2024

SELL
$217.5 - $243.08 $38,062 - $42,539
-175 Reduced 7.79%
2,071 $479,000
Q1 2024

Apr 18, 2024

BUY
$179.79 - $229.12 $10,248 - $13,059
57 Added 2.6%
2,246 $511,000
Q4 2023

Jan 22, 2024

SELL
$141.31 - $187.8 $30,946 - $41,128
-219 Reduced 9.09%
2,189 $410,000
Q3 2023

Oct 24, 2023

BUY
$149.19 - $178.04 $596 - $712
4 Added 0.17%
2,408 $359,000
Q2 2023

Jul 31, 2023

BUY
$147.93 - $175.14 $443 - $525
3 Added 0.12%
2,404 $418,000
Q1 2023

May 11, 2023

SELL
$146.42 - $181.33 $139,099 - $172,263
-950 Reduced 28.35%
2,401 $396,000
Q4 2022

Feb 09, 2023

BUY
$136.81 - $157.67 $4,377 - $5,045
32 Added 0.96%
3,351 $495,000
Q3 2022

Nov 18, 2022

SELL
$134.91 - $165.84 $14,705 - $18,076
-109 Reduced 3.18%
3,319 $448,000
Q2 2022

Aug 02, 2022

SELL
$137.5 - $188.46 $7,287 - $9,988
-53 Reduced 1.52%
3,428 $475,000
Q1 2022

May 12, 2022

SELL
$158.74 - $198.38 $630,356 - $787,766
-3,971 Reduced 53.29%
3,481 $651,000
Q4 2021

Feb 14, 2022

BUY
$150.06 - $187.08 $1.12 Million - $1.39 Million
7,452 New
7,452 $1.22 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 $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
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