A detailed history of Kolinsky Wealth Management, LLC transactions in American Express CO stock. As of the latest transaction made, Kolinsky Wealth Management, LLC holds 1,612 shares of AXP stock, worth $460,290. This represents 0.28% of its overall portfolio holdings.

Number of Shares
1,612
Previous 1,613 0.06%
Holding current value
$460,290
Previous $373,000 17.16%
% of portfolio
0.28%
Previous 0.27%

Shares

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

Nov 14, 2024

SELL
$225.92 - $271.17 $225 - $271
-1 Reduced 0.06%
1,612 $437,000
Q2 2024

Aug 14, 2024

BUY
$217.5 - $243.08 $8,047 - $8,993
37 Added 2.35%
1,613 $373,000
Q1 2024

May 15, 2024

SELL
$179.79 - $229.12 $50,880 - $64,840
-283 Reduced 15.22%
1,576 $358,000
Q4 2023

Feb 13, 2024

BUY
$141.31 - $187.8 $24,164 - $32,113
171 Added 10.13%
1,859 $348,000
Q3 2023

Nov 14, 2023

BUY
$149.19 - $178.04 $12,382 - $14,777
83 Added 5.17%
1,688 $251,000
Q2 2023

Aug 14, 2023

SELL
$147.93 - $175.14 $3,550 - $4,203
-24 Reduced 1.47%
1,605 $279,000
Q1 2023

May 15, 2023

SELL
$146.42 - $181.33 $10,249 - $12,693
-70 Reduced 4.12%
1,629 $269,000
Q4 2022

Feb 14, 2023

SELL
$136.81 - $157.67 $3,009 - $3,468
-22 Reduced 1.28%
1,699 $251,000
Q3 2022

Nov 14, 2022

BUY
$134.91 - $165.84 $12,276 - $15,091
91 Added 5.58%
1,721 $232,000
Q2 2022

Aug 15, 2022

BUY
$137.5 - $188.46 $2,887 - $3,957
21 Added 1.31%
1,630 $226,000
Q1 2022

May 12, 2022

BUY
$158.74 - $198.38 $26,033 - $32,534
164 Added 11.35%
1,609 $301,000
Q4 2021

Jan 20, 2022

BUY
$150.06 - $187.08 $216,836 - $270,330
1,445 New
1,445 $236,000

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 $213B
  • 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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