Jfs Wealth Advisors, LLC American Express CO Transaction History

Jfs Wealth Advisors, LLC

$1.49 Billion
Q3 2024

A detailed history of Jfs Wealth Advisors, LLC transactions in American Express CO stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 1,561 shares of AXP stock, worth $450,036. This represents 0.03% of its overall portfolio holdings.

Number of Shares

1,561

Previous 1,555 0.39%

Holding current value

$450,036

Previous $360,000 17.5%

% of portfolio

0.03%

Previous 0.03%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	BUY	$225.92 - $271.17 $1,355 - $1,627	6 Added 0.39%	1,561 $423,000
Q2 2024 Jul 15, 2024	SELL	$217.5 - $243.08 $435 - $486	-2 Reduced 0.13%	1,555 $360,000
Q1 2024 Apr 30, 2024	BUY	$179.79 - $229.12 $179 - $229	1 Added 0.06%	1,557 $354,000
Q4 2023 Feb 07, 2024	BUY	$141.31 - $187.8 $565 - $751	4 Added 0.26%	1,556 $291,000
Q3 2023 Nov 02, 2023	BUY	$149.19 - $178.04 $38,640 - $46,112	259 Added 20.03%	1,552 $231,000
Q2 2023 Aug 07, 2023	SELL	$147.93 - $175.14 $2,810 - $3,327	-19 Reduced 1.45%	1,293 $225,000
Q1 2023 Apr 19, 2023	BUY	$146.42 - $181.33 $1,903 - $2,357	13 Added 1.0%	1,312 $216,000
Q4 2022 Feb 13, 2023	SELL	$136.81 - $157.67 $9,029 - $10,406	-66 Reduced 4.84%	1,299 $191,000
Q3 2022 Oct 21, 2022	BUY	$134.91 - $165.84 $13,356 - $16,418	99 Added 7.82%	1,365 $184,000
Q2 2022 Aug 02, 2022	SELL	$137.5 - $188.46 $4,125 - $5,653	-30 Reduced 2.31%	1,266 $175,000
Q1 2022 May 02, 2022	BUY	$158.74 - $198.38 $15,556 - $19,441	98 Added 8.18%	1,296 $242,000
Q4 2021 Feb 03, 2022	BUY	$150.06 - $187.08 $8,703 - $10,850	58 Added 5.09%	1,198 $196,000
Q3 2021 Nov 09, 2021	BUY	$158.72 - $176.77 $39,680 - $44,192	250 Added 28.09%	1,140 $191,000
Q1 2021 Apr 28, 2021	SELL	$114.09 - $150.27 $38,220 - $50,340	-335 Reduced 27.35%	890 $126,000
Q4 2020 Feb 01, 2021	BUY	$91.07 - $125.04 $4,553 - $6,252	50 Added 4.26%	1,225 $148,000
Q1 2020 Apr 29, 2020	BUY	$68.96 - $136.93 $12,550 - $24,921	182 Added 18.33%	1,175 $101,000
Q3 2019 Oct 31, 2019	BUY	$116.8 - $128.57 $2,102 - $2,314	18 Added 1.85%	993 $117,000
Q2 2018 Jul 26, 2018	BUY	$91.0 - $102.7 $22,568 - $25,469	248 Added 34.11%	975 $96,000
Q4 2017 Jan 31, 2018	BUY	$90.54 - $99.7 $3,349 - $3,688	37 Added 5.36%	727 $72,000
Q3 2017 Oct 20, 2017	BUY	$84.25 - $90.46 $58,132 - $62,417	690	690 $62,000

Others Institutions Holding AXP

# of Institutions

2,684

Shares Held

574M

Call Options Held

8.72M

Put Options Held

7.77M

View Full List

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Jfs Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jfs Wealth Advisors, LLC with notifications on news.

Account

Jfs Wealth Advisors, LLC American Express CO Transaction History