Laidlaw Wealth Management LLC American Express CO Transaction History

Laidlaw Wealth Management LLC

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 12, 2024	SELL	$141.31 - $187.8 $14,837 - $19,719	-105 Reduced 5.99%	1,648 $308,000
Q3 2023 Nov 13, 2023	SELL	$149.19 - $178.04 $33,866 - $40,415	-227 Reduced 11.46%	1,753 $261,000
Q2 2023 Aug 11, 2023	SELL	$147.93 - $175.14 $126,480 - $149,744	-855 Reduced 30.16%	1,980 $344,000
Q1 2023 May 12, 2023	BUY	$146.42 - $181.33 $16,106 - $19,946	110 Added 4.04%	2,835 $467,000
Q4 2022 Feb 14, 2023	BUY	$136.81 - $157.67 $273 - $315	2 Added 0.07%	2,725 $402,000
Q3 2022 Nov 14, 2022	SELL	$134.91 - $165.84 $539,505 - $663,194	-3,999 Reduced 59.49%	2,723 $367,000
Q2 2022 Aug 12, 2022	BUY	$137.5 - $188.46 $588,912 - $807,174	4,283 Added 175.6%	6,722 $932,000
Q1 2022 May 12, 2022	BUY	$158.74 - $198.38 $36,192 - $45,230	228 Added 10.31%	2,439 $456,000
Q4 2021 Feb 14, 2022	BUY	$150.06 - $187.08 $33,613 - $41,905	224 Added 11.27%	2,211 $362,000
Q3 2021 Nov 12, 2021	BUY	$158.72 - $176.77 $5,555 - $6,186	35 Added 1.79%	1,987 $333,000
Q2 2021 Aug 13, 2021	BUY	$144.33 - $169.45 $281,732 - $330,766	1,952 New	1,952 $323,000
Q1 2021 May 17, 2021	SELL	$114.09 - $150.27 $213,462 - $281,155	-1,871 Closed	0 $0
Q4 2020 Feb 16, 2021	BUY	$91.07 - $125.04 $170,391 - $233,949	1,871 New	1,871 $226,000
Q1 2020 May 15, 2020	SELL	$68.96 - $136.93 $136,885 - $271,806	-1,985 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$112.54 - $125.77 $223,391 - $249,653	1,985 New	1,985 $247,000

2,684

596M

9.09M

7.95M

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...

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

Stay updated on Laidlaw Wealth Management LLC with notifications on news.