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

Institute For Wealth Management, Llc.

$781 Million
Q3 2024

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 9,383 shares of AXP stock, worth $2.75 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares

9,383

Previous 9,401 0.19%

Holding current value

$2.75 Million

Previous $2.18 Million 16.91%

% of portfolio

0.33%

Previous 0.3%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

2,668

Shares Held

595M

Call Options Held

9.09M

Put Options Held

7.91M

View Full List

About AMERICAN EXPRESS CO

Ticker AXP
Exchange NYSE
Sector Financial Services
Industry Credit Services
Shares Outstandng 747,233,024
Market Cap $219B
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...

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