A detailed history of Iht Wealth Management, LLC transactions in American Express CO stock. As of the latest transaction made, Iht Wealth Management, LLC holds 5,140 shares of AXP stock, worth $1.56 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
5,140
Previous 4,714 9.04%
Holding current value
$1.56 Million
Previous $1.09 Million 27.68%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Nov 14, 2024

BUY
$225.92 - $271.17 $96,241 - $115,518
426 Added 9.04%
5,140 $1.39 Million
Q2 2024

Aug 14, 2024

SELL
$217.5 - $243.08 $7,830 - $8,750
-36 Reduced 0.76%
4,714 $1.09 Million
Q1 2024

May 15, 2024

SELL
$179.79 - $229.12 $115,604 - $147,324
-643 Reduced 11.92%
4,750 $1.08 Million
Q4 2023

Feb 14, 2024

BUY
$141.31 - $187.8 $8,478 - $11,268
60 Added 1.13%
5,393 $1.01 Million
Q3 2023

Nov 14, 2023

BUY
$149.19 - $178.04 $10,890 - $12,996
73 Added 1.39%
5,333 $795,000
Q2 2023

Aug 14, 2023

SELL
$147.93 - $175.14 $135,355 - $160,253
-915 Reduced 14.82%
5,260 $916,000
Q1 2023

May 15, 2023

SELL
$146.42 - $181.33 $818,341 - $1.01 Million
-5,589 Reduced 47.51%
6,175 $1.02 Million
Q4 2022

Feb 14, 2023

SELL
$136.81 - $157.67 $31,603 - $36,421
-231 Reduced 1.93%
11,764 $1.74 Million
Q3 2022

Nov 22, 2022

BUY
$134.91 - $165.84 $230,561 - $283,420
1,709 Added 16.61%
11,995 $1.62 Million
Q2 2022

Aug 15, 2022

BUY
$137.5 - $188.46 $30,800 - $42,215
224 Added 2.23%
10,286 $1.43 Million
Q1 2022

May 16, 2022

BUY
$158.74 - $198.38 $1.08 Million - $1.35 Million
6,791 Added 207.61%
10,062 $1.88 Million
Q4 2021

Feb 14, 2022

BUY
$150.06 - $187.08 $3,301 - $4,115
22 Added 0.68%
3,271 $535,000
Q3 2021

Nov 15, 2021

SELL
$158.72 - $176.77 $68,725 - $76,541
-433 Reduced 11.76%
3,249 $544,000
Q2 2021

Aug 16, 2021

SELL
$144.33 - $169.45 $24,536 - $28,806
-170 Reduced 4.41%
3,682 $608,000
Q1 2021

May 18, 2021

BUY
$114.09 - $150.27 $28,294 - $37,266
248 Added 6.88%
3,852 $545,000
Q4 2020

Feb 17, 2021

SELL
$91.07 - $125.04 $20,035 - $27,508
-220 Reduced 5.75%
3,604 $436,000
Q3 2020

Nov 19, 2020

BUY
$90.57 - $107.27 $346,339 - $410,200
3,824 New
3,824 $383,000
Q2 2020

Aug 14, 2020

SELL
$73.6 - $113.67 $223,302 - $344,874
-3,034 Closed
0 $0
Q1 2020

May 13, 2020

SELL
$68.96 - $136.93 $47,996 - $95,303
-696 Reduced 18.66%
3,034 $260,000
Q4 2019

Feb 18, 2020

BUY
$112.54 - $125.77 $38,713 - $43,264
344 Added 10.16%
3,730 $464,000
Q3 2019

Nov 15, 2019

BUY
$116.8 - $128.57 $171,579 - $188,869
1,469 Added 76.63%
3,386 $401,000
Q2 2019

Aug 12, 2019

BUY
$109.85 - $124.92 $210,582 - $239,471
1,917 New
1,917 $237,000
Q1 2019

May 16, 2019

SELL
$93.43 - $113.55 $255,437 - $310,445
-2,734 Closed
0 $0
Q4 2018

Feb 15, 2019

BUY
$89.5 - $112.89 $67,572 - $85,231
755 Added 38.15%
2,734 $261,000
Q3 2018

Nov 14, 2018

BUY
$97.84 - $111.11 $193,625 - $219,886
1,979 New
1,979 $211,000
Q2 2018

Aug 13, 2018

SELL
$91.0 - $102.7 $102,193 - $115,332
-1,123 Closed
0 $0
Q1 2018

May 15, 2018

BUY
$88.34 - $101.64 $8,922 - $10,265
101 Added 9.88%
1,123 $102,000
Q4 2017

Feb 14, 2018

BUY
$90.54 - $99.7 $28,791 - $31,704
318 Added 45.17%
1,022 $102,000
Q3 2017

Nov 14, 2017

BUY
$84.25 - $90.46 $59,312 - $63,683
704
704 $65,000

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 $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
Track This Portfolio

Track Iht Wealth Management, LLC Portfolio

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

News

Stay updated on Iht Wealth Management, LLC with notifications on news.