Liberty Wealth Management LLC American Express CO Transaction History

Liberty Wealth Management LLC

$569 Million
Q3 2024

A detailed history of Liberty Wealth Management LLC transactions in American Express CO stock. As of the latest transaction made, Liberty Wealth Management LLC holds 1,879 shares of AXP stock, worth $540,607. This represents 0.09% of its overall portfolio holdings.

Number of Shares

1,879

Previous 4,168 54.92%

Holding current value

$540,607

Previous $378,000 34.66%

% of portfolio

0.09%

Previous 0.07%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 01, 2024	SELL	$225.92 - $271.17 $517,130 - $620,708	-2,289 Reduced 54.92%	1,879 $509,000
Q2 2024 Aug 06, 2024	BUY	$217.5 - $243.08 $574,417 - $641,974	2,641 Added 172.95%	4,168 $378,000
Q1 2024 May 02, 2024	SELL	$179.79 - $229.12 $8,270 - $10,539	-46 Reduced 2.92%	1,527 $348,000
Q4 2023 Feb 08, 2024	SELL	$141.31 - $187.8 $42,110 - $55,964	-298 Reduced 15.93%	1,573 $294,000
Q3 2023 Nov 13, 2023	BUY	$149.19 - $178.04 $596 - $712	4 Added 0.21%	1,871 $279,000
Q2 2023 Aug 10, 2023	BUY	$147.93 - $175.14 $739 - $875	5 Added 0.27%	1,867 $325,000
Q1 2023 May 03, 2023	BUY	$146.42 - $181.33 $272,634 - $337,636	1,862 New	1,862 $307,000
Q4 2021 Feb 15, 2022	SELL	$150.06 - $187.08 $129,051 - $160,888	-860 Closed	0 $0
Q3 2021 Nov 15, 2021	SELL	$158.72 - $176.77 $185,702 - $206,820	-1,170 Reduced 57.64%	860 $145,000
Q2 2021 Aug 13, 2021	BUY	$144.33 - $169.45 $48.1 Million - $56.5 Million	333,195 Added 15425.69%	335,355 $2.03 Million
Q2 2021 Aug 13, 2021	SELL	$144.33 - $169.45 $48.1 Million - $56.5 Million	-333,325 Reduced 99.39%	2,030 $335,000
Q4 2020 Feb 09, 2021	SELL	$91.07 - $125.04 $25,135 - $34,511	-276 Reduced 11.33%	2,160 $252,000
Q3 2020 Nov 05, 2020	SELL	$90.57 - $107.27 $3,532 - $4,183	-39 Reduced 1.58%	2,436 $244,000
Q2 2020 Aug 04, 2020	BUY	$73.6 - $113.67 $2,723 - $4,205	37 Added 1.52%	2,475 $236,000
Q1 2020 Apr 27, 2020	SELL	$68.96 - $136.93 $14,757 - $29,303	-214 Reduced 8.07%	2,438 $209,000
Q4 2019 Feb 05, 2020	BUY	$112.54 - $125.77 $21,270 - $23,770	189 Added 7.67%	2,652 $330,000
Q3 2019 Oct 30, 2019	SELL	$116.8 - $128.57 $32,937 - $36,256	-282 Reduced 10.27%	2,463 $291,000
Q2 2019 Jul 30, 2019	BUY	$109.85 - $124.92 $78,982 - $89,817	719 Added 35.49%	2,745 $339,000
Q1 2019 Apr 18, 2019	BUY	$93.43 - $113.55 $1,681 - $2,043	18 Added 0.9%	2,026 $221,000
Q4 2018 Mar 26, 2019	BUY	$89.5 - $112.89 $179,716 - $226,683	2,008 New	2,008 $191,000

Others Institutions Holding AXP

# of Institutions

2,689

Shares Held

573M

Call Options Held

9.43M

Put Options Held

8.32M

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...

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Liberty Wealth Management LLC American Express CO Transaction History