Loring Wolcott & Coolidge Fiduciary Advisors LLP American Express CO Transaction History

Loring Wolcott & Coolidge Fiduciary Advisors LLP

$10.5 Billion
Q2 2024

A detailed history of Loring Wolcott & Coolidge Fiduciary Advisors LLP transactions in American Express CO stock. As of the latest transaction made, Loring Wolcott & Coolidge Fiduciary Advisors LLP holds 6,561 shares of AXP stock, worth $1.81 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

6,561

Previous 5,761 13.89%

Holding current value

$1.81 Million

Previous $1.31 Million 15.87%

% of portfolio

0.01%

Previous 0.01%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 17, 2024	BUY	$217.5 - $243.08 $174,000 - $194,464	800 Added 13.89%	6,561 $1.52 Million
Q1 2024 Apr 23, 2024	BUY	$179.79 - $229.12 $2,517 - $3,207	14 Added 0.24%	5,761 $1.31 Million
Q4 2023 Feb 01, 2024	SELL	$141.31 - $187.8 $4,521 - $6,009	-32 Reduced 0.55%	5,747 $1.08 Million
Q2 2023 Aug 01, 2023	SELL	$147.93 - $175.14 $69,527 - $82,315	-470 Reduced 7.52%	5,779 $1.01 Million
Q1 2023 May 02, 2023	SELL	$146.42 - $181.33 $292 - $362	-2 Reduced 0.03%	6,249 $1.03 Million
Q4 2022 Feb 14, 2023	SELL	$136.81 - $157.67 $69,499 - $80,096	-508 Reduced 7.52%	6,251 $963,000
Q3 2022 Oct 25, 2022	SELL	$134.91 - $165.84 $237,711 - $292,210	-1,762 Reduced 20.68%	6,759 $912,000
Q2 2022 Jul 26, 2022	SELL	$137.5 - $188.46 $43,725 - $59,930	-318 Reduced 3.6%	8,521 $1.18 Million
Q1 2022 Apr 13, 2022	SELL	$158.74 - $198.38 $33,335 - $41,659	-210 Reduced 2.32%	8,839 $1.65 Million
Q4 2021 Feb 14, 2022	BUY	$150.06 - $187.08 $31,512 - $39,286	210 Added 2.38%	9,049 $1.48 Million
Q3 2021 Nov 12, 2021	SELL	$158.72 - $176.77 $184,750 - $205,760	-1,164 Reduced 11.64%	8,839 $1.48 Million
Q2 2021 Aug 13, 2021	SELL	$144.33 - $169.45 $102,185 - $119,970	-708 Reduced 6.61%	10,003 $1.65 Million
Q1 2021 Apr 14, 2021	BUY	$114.09 - $150.27 $58,528 - $77,088	513 Added 5.03%	10,711 $1.52 Million
Q4 2020 Jan 14, 2021	BUY	$91.07 - $125.04 $40,981 - $56,268	450 Added 4.62%	10,198 $1.23 Million
Q1 2020 Apr 15, 2020	SELL	$68.96 - $136.93 $36,893 - $73,257	-535 Reduced 5.2%	9,748 $835,000
Q4 2019 Jan 22, 2020	BUY	$112.54 - $125.77 $56,270 - $62,885	500 Added 5.11%	10,283 $1.28 Million
Q2 2019 Aug 09, 2019	SELL	$109.85 - $124.92 $137,861 - $156,774	-1,255 Reduced 11.37%	9,783 $1.21 Million
Q1 2019 Apr 08, 2019	SELL	$93.43 - $113.55 $75,211 - $91,407	-805 Reduced 6.8%	11,038 $1.21 Million
Q2 2018 Aug 07, 2018	SELL	$91.0 - $102.7 $163,800 - $184,860	-1,800 Reduced 13.19%	11,843 $1.16 Million
Q4 2017 Feb 08, 2018	SELL	$90.54 - $99.7 $28,067 - $30,907	-310 Reduced 2.22%	13,643 $1.36 Million
Q3 2017 Oct 27, 2017	SELL	$84.25 - $90.46 $10,025 - $10,764	-119 Reduced 0.85%	13,953 $1.26 Million
Q2 2017 Aug 07, 2017	BUY	N/A	14,072	14,072 $0

Others Institutions Holding AXP

# of Institutions

2,573

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 $206B
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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Loring Wolcott & Coolidge Fiduciary Advisors LLP, based on Form 13F filings with the SEC.

News

Stay updated on Loring Wolcott & Coolidge Fiduciary Advisors LLP with notifications on news.

Account

Loring Wolcott & Coolidge Fiduciary Advisors LLP American Express CO Transaction History