A detailed history of Marcum Wealth, LLC transactions in American Express CO stock. As of the latest transaction made, Marcum Wealth, LLC holds 3,747 shares of AXP stock, worth $1.13 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
3,747
Previous 2,765 35.52%
Holding current value
$1.13 Million
Previous $640,000 58.75%
% of portfolio
0.1%
Previous 0.06%

Shares

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

Oct 08, 2024

BUY
$225.92 - $271.17 $221,853 - $266,288
982 Added 35.52%
3,747 $1.02 Million
Q2 2024

Jul 02, 2024

SELL
$217.5 - $243.08 $18,052 - $20,175
-83 Reduced 2.91%
2,765 $640,000
Q1 2024

Apr 10, 2024

BUY
$179.79 - $229.12 $32,721 - $41,699
182 Added 6.83%
2,848 $648,000
Q4 2023

Jan 10, 2024

SELL
$141.31 - $187.8 $17,946 - $23,850
-127 Reduced 4.55%
2,666 $499,000
Q3 2023

Oct 10, 2023

SELL
$149.19 - $178.04 $7,757 - $9,258
-52 Reduced 1.83%
2,793 $416,000
Q2 2023

Jul 13, 2023

BUY
$147.93 - $175.14 $5,917 - $7,005
40 Added 1.43%
2,845 $495,000
Q1 2023

Apr 19, 2023

BUY
$146.42 - $181.33 $6,735 - $8,341
46 Added 1.67%
2,805 $462,000
Q4 2022

Jan 12, 2023

BUY
$136.81 - $157.67 $1,641 - $1,892
12 Added 0.44%
2,759 $0
Q3 2022

Oct 11, 2022

SELL
$134.91 - $165.84 $174,033 - $213,933
-1,290 Reduced 31.95%
2,747 $371,000
Q2 2022

Jul 14, 2022

BUY
$137.5 - $188.46 $238,562 - $326,978
1,735 Added 75.37%
4,037 $560,000
Q1 2022

Apr 20, 2022

BUY
$158.74 - $198.38 $3,968 - $4,959
25 Added 1.1%
2,302 $430,000
Q4 2021

Feb 01, 2022

BUY
$150.06 - $187.08 $48,919 - $60,988
326 Added 16.71%
2,277 $372,000
Q3 2021

Nov 08, 2021

BUY
$158.72 - $176.77 $309,662 - $344,878
1,951 New
1,951 $327,000
Q2 2021

Aug 10, 2021

SELL
$144.33 - $169.45 $220,680 - $259,089
-1,529 Closed
0 $0
Q1 2021

May 11, 2021

BUY
$114.09 - $150.27 $174,443 - $229,762
1,529 New
1,529 $216,000

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 $225B
  • 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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