A detailed history of Lineweaver Wealth Advisors, LLC transactions in American Express CO stock. As of the latest transaction made, Lineweaver Wealth Advisors, LLC holds 1,107 shares of AXP stock, worth $318,572. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,107
Previous 1,058 4.63%
Holding current value
$318,572
Previous $244,000 22.95%
% of portfolio
0.06%
Previous 0.05%

Shares

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

Oct 24, 2024

BUY
$225.92 - $271.17 $11,070 - $13,287
49 Added 4.63%
1,107 $300,000
Q2 2024

Aug 01, 2024

BUY
$217.5 - $243.08 $230,115 - $257,178
1,058 New
1,058 $244,000
Q2 2023

Jul 26, 2023

SELL
$147.93 - $175.14 $7,988 - $9,457
-54 Reduced 4.13%
1,254 $218,000
Q1 2023

May 02, 2023

SELL
$146.42 - $181.33 $21,377 - $26,474
-146 Reduced 10.04%
1,308 $215,000
Q4 2022

Jan 26, 2023

SELL
$136.81 - $157.67 $22,573 - $26,015
-165 Reduced 10.19%
1,454 $0
Q3 2022

Nov 01, 2022

SELL
$134.91 - $165.84 $2,158 - $2,653
-16 Reduced 0.98%
1,619 $215,000
Q2 2022

Jul 26, 2022

SELL
$137.5 - $188.46 $14,300 - $19,599
-104 Reduced 5.98%
1,635 $226,000
Q1 2022

May 09, 2022

SELL
$158.74 - $198.38 $6,190 - $7,736
-39 Reduced 2.19%
1,739 $325,000
Q4 2021

Jan 31, 2022

SELL
$150.06 - $187.08 $20,408 - $25,442
-136 Reduced 7.11%
1,778 $291,000
Q3 2021

Oct 22, 2021

BUY
$158.72 - $176.77 $25,395 - $28,283
160 Added 9.12%
1,914 $320,000
Q2 2021

Jul 26, 2021

BUY
$144.33 - $169.45 $12,123 - $14,233
84 Added 5.03%
1,754 $289,000
Q1 2021

Apr 30, 2021

BUY
$114.09 - $150.27 $190,530 - $250,950
1,670 New
1,670 $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 $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
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