Marcum Wealth, LLC American Express CO Transaction History

Marcum Wealth, LLC

$1.14 Billion
Q4 2024

A detailed history of Marcum Wealth, LLC transactions in American Express CO stock. As of the latest transaction made, Marcum Wealth, LLC holds 4,060 shares of AXP stock, worth $1.22 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

4,060

Previous 3,747 8.35%

Holding current value

$1.22 Million

Previous $1.02 Million 18.5%

% of portfolio

0.11%

Previous 0.1%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 13, 2025	BUY	$267.35 - $305.57 $83,680 - $95,643	313 Added 8.35%	4,060 $1.2 Million
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

# of Institutions

2,908

Shares Held

588M

Call Options Held

11.4M

Put Options Held

8.24M

View Full List

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...

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Marcum Wealth, LLC American Express CO Transaction History