Institute For Wealth Management, Llc. American Express CO Transaction History

Institute For Wealth Management, Llc.

  • $929 Million
  • Q3 2025

A detailed history of Institute For Wealth Management, Llc. transactions in American Express CO stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 9,714 shares of AXP stock, worth $3.14 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares
9,714
Previous 9,788 0.76%
Holding current value
$3.14 Million
Previous $3.12 Million 3.33%
% of portfolio
0.35%
Previous 0.36%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 17, 2025
SELL
$294.27 - $342.31 $21,775 - $25,330
-74 Reduced 0.76%
9,714 $3.23 Million
Q2 2025

Jul 18, 2025
BUY
$231.39 - $318.98 $43,732 - $60,287
189 Added 1.97%
9,788 $3.12 Million
Q1 2025

Apr 21, 2025
BUY
$255.39 - $325.87 $68,444 - $87,333
268 Added 2.87%
9,599 $2.58 Million
Q4 2024

Jan 23, 2025
SELL
$267.35 - $305.57 $13,902 - $15,889
-52 Reduced 0.55%
9,331 $2.77 Million
Q3 2024

Nov 12, 2024
SELL
$225.92 - $271.17 $4,066 - $4,881
-18 Reduced 0.19%
9,383 $2.54 Million
Q2 2024

Jul 25, 2024
SELL
$217.5 - $243.08 $6,090 - $6,806
-28 Reduced 0.3%
9,401 $2.18 Million
Q1 2024

Apr 30, 2024
SELL
$179.79 - $229.12 $8,270 - $10,539
-46 Reduced 0.49%
9,429 $2.15 Million
Q3 2023

Oct 13, 2023
SELL
$149.19 - $178.04 $34,313 - $40,949
-230 Reduced 2.37%
9,475 $1.41 Million
Q2 2023

Jul 25, 2023
SELL
$147.93 - $175.14 $9,023 - $10,683
-61 Reduced 0.62%
9,705 $1.69 Million
Q1 2023

Apr 20, 2023
SELL
$146.42 - $181.33 $11,860 - $14,687
-81 Reduced 0.82%
9,766 $1.61 Million
Q4 2022

Feb 02, 2023
SELL
$136.81 - $157.67 $46,241 - $53,292
-338 Reduced 3.32%
9,847 $1.45 Million
Q3 2022

Oct 18, 2022
SELL
$134.91 - $165.84 $809 - $995
-6 Reduced 0.06%
10,185 $1.37 Million
Q2 2022

Jul 25, 2022
BUY
$137.5 - $188.46 $9,900 - $13,569
72 Added 0.71%
10,191 $1.41 Million
Q1 2022

Apr 29, 2022
SELL
$158.74 - $198.38 $6,825 - $8,530
-43 Reduced 0.42%
10,119 $1.89 Million
Q4 2021

Jan 21, 2022
SELL
$150.06 - $187.08 $12,905 - $16,088
-86 Reduced 0.84%
10,162 $1.66 Million
Q2 2021

Jul 21, 2021
SELL
$144.33 - $169.45 $35,072 - $41,176
-243 Reduced 2.32%
10,248 $1.69 Million
Q1 2021

May 04, 2021
SELL
$114.09 - $150.27 $48,145 - $63,413
-422 Reduced 3.87%
10,491 $1.48 Million
Q4 2020

Feb 01, 2021
SELL
$91.07 - $125.04 $21,674 - $29,759
-238 Reduced 2.13%
10,913 $1.32 Million
Q3 2020

Nov 03, 2020
SELL
$90.57 - $107.27 $16,212 - $19,201
-179 Reduced 1.58%
11,151 $1.12 Million
Q2 2020

Jul 30, 2020
BUY
$73.6 - $113.67 $8,684 - $13,413
118 Added 1.05%
11,330 $1.08 Million
Q1 2020

Apr 29, 2020
SELL
$68.96 - $136.93 $32,066 - $63,672
-465 Reduced 3.98%
11,212 $960,000
Q4 2019

Feb 27, 2020
BUY
$112.54 - $125.77 $1.15 Million - $1.29 Million
10,223 Added 703.09%
11,677 $1.45 Million
Q4 2019

Jan 27, 2020
SELL
$112.54 - $125.77 $1.15 Million - $1.28 Million
-10,205 Reduced 87.53%
1,454 $1.45 Million
Q3 2019

Oct 28, 2019
SELL
$116.8 - $128.57 $93,556 - $102,984
-801 Reduced 6.43%
11,659 $1.38 Million
Q2 2019

Aug 02, 2019
BUY
$109.85 - $124.92 $128,854 - $146,531
1,173 Added 10.39%
12,460 $1.54 Million
Q1 2019

May 15, 2019
SELL
$93.43 - $113.55 $113,143 - $137,509
-1,211 Reduced 9.69%
11,287 $1.24 Million
Q4 2018

Feb 08, 2019
BUY
$89.5 - $112.89 $170,050 - $214,491
1,900 Added 17.93%
12,498 $1.19 Million
Q3 2018

Oct 29, 2018
SELL
$97.84 - $111.11 $100,090 - $113,665
-1,023 Reduced 8.8%
10,598 $1.15 Million
Q2 2018

Aug 10, 2018
SELL
$91.0 - $102.7 $30,667 - $34,609
-337 Reduced 2.82%
11,621 $1.14 Million
Q1 2018

May 15, 2018
BUY
$88.34 - $101.64 $115,460 - $132,843
1,307 Added 12.27%
11,958 $1.18 Million
Q4 2017

Feb 12, 2018
SELL
$90.54 - $99.7 $33,047 - $36,390
-365 Reduced 3.31%
10,651 $1.06 Million
Q3 2017

Nov 14, 2017
BUY
$84.25 - $90.46 $16,260 - $17,458
193 Added 1.78%
11,016 $1 Million
Q2 2017

Aug 14, 2017
BUY
N/A
10,823
10,823 $912,000

Others Institutions Holding AXP

# of Institutions
3,090
Shares Held
596M
Call Options Held
6.76M
Put Options Held
5.81M
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 $241B
  • 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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