Lido Advisors, LLC American Express CO Transaction History

Lido Advisors, LLC

$17.8 Billion
Q2 2024

A detailed history of Lido Advisors, LLC transactions in American Express CO stock. As of the latest transaction made, Lido Advisors, LLC holds 1,000 shares of AXP stock, worth $268,560. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,000

Previous 1,000 -0.0%

Holding current value

$268,560

Previous $227,000 1.76%

% of portfolio

0.0%

Previous 0.0%

33 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	SELL	$217.5 - $243.08 $7.77 Million - $8.68 Million	-35,727 Reduced 50.69%	34,761 $8.05 Million
Q1 2024 May 15, 2024	BUY	$179.79 - $229.12 $587,194 - $748,305	3,266 Added 4.86%	70,488 $16 Million
Q4 2023 Feb 14, 2024	BUY	$141.31 - $187.8 $108,667 - $144,418	769 Added 1.16%	67,222 $12.6 Million
Q3 2023 Nov 14, 2023	BUY	$149.19 - $178.04 $5.3 Million - $6.33 Million	35,544 Added 115.0%	66,453 $9.91 Million
Q2 2023 Aug 09, 2023	BUY	$147.93 - $175.14 $1.12 Million - $1.32 Million	7,551 Added 32.33%	30,909 $5.38 Million
Q1 2023 May 15, 2023	BUY	$146.42 - $181.33 $1.05 Million - $1.3 Million	7,142 Added 44.04%	23,358 $3.85 Million
Q4 2022 Feb 14, 2023	BUY	$136.81 - $157.67 $55,818 - $64,329	408 Added 2.58%	16,216 $2.4 Million
Q3 2022 Nov 14, 2022	SELL	$134.91 - $165.84 $140,576 - $172,805	-1,042 Reduced 6.18%	15,808 $2.13 Million
Q2 2022 Aug 15, 2022	SELL	$137.5 - $188.46 $101,887 - $139,648	-741 Reduced 4.21%	16,850 $2.34 Million
Q1 2022 May 17, 2022	BUY	$158.74 - $198.38 $119,531 - $149,380	753 Added 4.47%	17,591 $3.29 Million
Q4 2021 Feb 15, 2022	SELL	$150.06 - $187.08 $92,436 - $115,241	-616 Reduced 3.53%	16,838 $2.75 Million
Q3 2021 Feb 15, 2022	BUY	$158.72 - $176.77 $80,947 - $90,152	510 Added 3.01%	17,454 $2.92 Million
Q3 2021 Nov 12, 2021	SELL	$158.72 - $176.77 $492,032 - $547,987	-3,100 Reduced 15.47%	16,944 $2.84 Million
Q2 2021 Aug 12, 2021	SELL	$144.33 - $169.45 $10,247 - $12,030	-71 Reduced 0.35%	20,044 $3.31 Million
Q1 2021 May 13, 2021	BUY	$114.09 - $150.27 $167,255 - $220,295	1,466 Added 7.86%	20,115 $2.85 Million
Q4 2020 Feb 08, 2021	SELL	$91.07 - $125.04 $2.16 Million - $2.96 Million	-23,674 Reduced 55.94%	18,649 $2.25 Million
Q3 2020 Nov 12, 2020	SELL	$90.57 - $107.27 $2.28 Million - $2.7 Million	-25,184 Reduced 37.31%	42,323 $4.24 Million
Q2 2020 Aug 12, 2020	BUY	$73.6 - $113.67 $2.28 Million - $3.52 Million	31,002 Added 84.93%	67,507 $6.43 Million
Q1 2020 May 13, 2020	BUY	$68.96 - $136.93 $1.22 Million - $2.43 Million	17,712 Added 94.25%	36,505 $3.13 Million
Q4 2019 Feb 07, 2020	BUY	$112.54 - $125.77 $89,581 - $100,112	796 Added 4.42%	18,793 $2.34 Million
Q3 2019 Nov 12, 2019	BUY	$116.8 - $128.57 $80,008 - $88,070	685 Added 3.96%	17,997 $2.13 Million
Q2 2019 Aug 14, 2019	BUY	$109.85 - $124.92 $19,004 - $21,611	173 Added 1.01%	17,312 $2.14 Million
Q1 2019 May 10, 2019	SELL	$93.43 - $113.55 $25,693 - $31,226	-275 Reduced 1.58%	17,139 $1.87 Million
Q4 2018 Feb 14, 2019	BUY	$89.5 - $112.89 $87,799 - $110,745	981 Added 5.97%	17,414 $1.66 Million
Q3 2018 Nov 14, 2018	BUY	$97.84 - $111.11 $588,018 - $667,771	6,010 Added 57.66%	16,433 $1.75 Million
Q2 2018 Aug 14, 2018	BUY	$91.0 - $102.7 $2,457 - $2,772	27 Added 0.26%	10,423 $1.02 Million
Q1 2018 May 10, 2018	BUY	$88.34 - $101.64 $20,141 - $23,173	228 Added 2.24%	10,396 $969,000
Q4 2017 Feb 15, 2018	BUY	$90.54 - $99.7 $543 - $598	6 Added 0.06%	10,168 $1.01 Million
Q3 2017 Nov 13, 2017	BUY	$84.25 - $90.46 $143,393 - $153,962	1,702 Added 20.12%	10,162 $970,000
Q4 2016 Sep 21, 2017	BUY	N/A	4,147 Added 96.15%	8,460 $627,000
Q3 2016 Sep 21, 2017	SELL	N/A	-15 Reduced 0.35%	4,313 $276,000
Q2 2016 Sep 18, 2017	SELL	N/A	-83 Reduced 1.88%	4,328 $263,000
Q1 2016 Sep 18, 2017	BUY	N/A	4,411	4,411 $271,000

Others Institutions Holding AXP

# of Institutions

2,571

Shares Held

595M

Call Options Held

9.09M

Put Options Held

7.95M

View Full List

About AMERICAN EXPRESS CO

Ticker AXP
Exchange NYSE
Sector Financial Services
Industry Credit Services
Shares Outstandng 747,233,024
Market Cap $201B
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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Lido Advisors, LLC American Express CO Transaction History