Moneta Group Investment Advisors LLC American Express CO Transaction History

Moneta Group Investment Advisors LLC

  • $7.15 Billion
  • Q1 2025

A detailed history of Moneta Group Investment Advisors LLC transactions in American Express CO stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 9,955 shares of AXP stock, worth $2.94 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
9,955
Previous 8,486 17.31%
Holding current value
$2.94 Million
Previous $2.52 Million 6.35%
% of portfolio
0.04%
Previous 0.04%

Shares

35 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
$255.39 - $325.87 $375,167 - $478,703
1,469 Added 17.31%
9,955 $2.68 Million
Q4 2024

Feb 11, 2025
SELL
$267.35 - $305.57 $21,922 - $25,056
-82 Reduced 0.96%
8,486 $2.52 Million
Q3 2024

Nov 12, 2024
SELL
$225.92 - $271.17 $114,767 - $137,754
-508 Reduced 5.6%
8,568 $2.32 Million
Q2 2024

Aug 13, 2024
BUY
$217.5 - $243.08 $86,782 - $96,988
399 Added 4.6%
9,076 $2.1 Million
Q1 2024

Aug 13, 2024
BUY
$179.79 - $229.12 $207,657 - $264,633
1,155 Added 15.35%
8,677 $1.98 Million
Q4 2023

Feb 15, 2024
SELL
$141.31 - $187.8 $425,908 - $566,029
-3,014 Reduced 28.61%
7,522 $1.41 Million
Q3 2023

Nov 15, 2023
SELL
$149.19 - $178.04 $388,490 - $463,616
-2,604 Reduced 19.82%
10,536 $1.57 Million
Q2 2023

Aug 15, 2023
BUY
$147.93 - $175.14 $36,094 - $42,734
244 Added 1.89%
13,140 $2.29 Million
Q1 2023

May 15, 2023
BUY
$146.42 - $181.33 $499,731 - $618,879
3,413 Added 35.99%
12,896 $2.13 Million
Q4 2022

Feb 16, 2023
SELL
$136.81 - $157.67 $581,305 - $669,939
-4,249 Reduced 30.94%
9,483 $1.4 Million
Q4 2022

Feb 16, 2023
SELL
$136.81 - $157.67 $1.88 Billion - $2.16 Billion
-13,718,336 Reduced 99.9%
13,732 $2.03 Million
Q4 2022

Feb 15, 2023
BUY
$136.81 - $157.67 $1.88 Billion - $2.16 Billion
13,720,460 Added 118198.31%
13,732,068 $2.03 Billion
Q3 2022

Nov 14, 2022
SELL
$134.91 - $165.84 $280,208 - $344,449
-2,077 Reduced 15.18%
11,608 $1.57 Million
Q2 2022

Aug 15, 2022
BUY
$137.5 - $188.46 $596,337 - $817,351
4,337 Added 46.39%
13,685 $1.9 Million
Q1 2022

May 11, 2022
BUY
$158.74 - $198.38 $772,746 - $965,713
4,868 Added 108.66%
9,348 $1.75 Million
Q4 2021

Feb 11, 2022
BUY
$150.06 - $187.08 $57,773 - $72,025
385 Added 9.4%
4,480 $733,000
Q3 2021

Nov 12, 2021
SELL
$158.72 - $176.77 $57,932 - $64,521
-365 Reduced 8.18%
4,095 $686,000
Q2 2021

Aug 13, 2021
BUY
$144.33 - $169.45 $41,711 - $48,971
289 Added 6.93%
4,460 $737,000
Q1 2021

May 14, 2021
BUY
$114.09 - $150.27 $9,697 - $12,772
85 Added 2.08%
4,171 $590,000
Q4 2020

Feb 12, 2021
BUY
$91.07 - $125.04 $14,206 - $19,506
156 Added 3.97%
4,086 $494,000
Q3 2020

Nov 13, 2020
SELL
$90.57 - $107.27 $124,533 - $147,496
-1,375 Reduced 25.92%
3,930 $394,000
Q2 2020

Aug 12, 2020
BUY
$73.6 - $113.67 $106,719 - $164,821
1,450 Added 37.61%
5,305 $505,000
Q1 2020

May 13, 2020
SELL
$68.96 - $136.93 $142,402 - $282,760
-2,065 Reduced 34.88%
3,855 $330,000
Q4 2019

Feb 11, 2020
SELL
$112.54 - $125.77 $17,893 - $19,997
-159 Reduced 2.62%
5,920 $737,000
Q3 2019

Nov 12, 2019
BUY
$116.8 - $128.57 $15,534 - $17,099
133 Added 2.24%
6,079 $719,000
Q2 2019

Aug 16, 2019
BUY
$109.85 - $124.92 $571,110 - $649,459
5,199 Added 695.98%
5,946 $734,000
Q2 2019

Aug 13, 2019
SELL
$109.85 - $124.92 $599,341 - $681,563
-5,456 Reduced 87.96%
747 $734,000
Q1 2019

May 16, 2019
SELL
$93.43 - $113.55 $600,941 - $730,353
-6,432 Reduced 50.91%
6,203 $678,000
Q1 2019

May 15, 2019
BUY
$93.43 - $113.55 $621,776 - $755,675
6,655 Added 111.29%
12,635 $678,000
Q4 2018

Feb 11, 2019
BUY
$89.5 - $112.89 $7,697 - $9,708
86 Added 1.46%
5,980 $570,000
Q3 2018

Nov 13, 2018
BUY
$97.84 - $111.11 $14,969 - $16,999
153 Added 2.67%
5,894 $628,000
Q2 2018

Aug 15, 2018
SELL
$91.0 - $102.7 $1.3 Million - $1.46 Million
-14,251 Reduced 71.28%
5,741 $563,000
Q2 2018

Aug 14, 2018
BUY
$91.0 - $102.7 $1.29 Million - $1.46 Million
14,228 Added 246.84%
19,992 $599,000
Q1 2018

May 14, 2018
BUY
$88.34 - $101.64 $5,035 - $5,793
57 Added 1.0%
5,764 $538,000
Q3 2017

Nov 13, 2017
BUY
$84.25 - $90.46 $480,814 - $516,255
5,707
5,707 $516,000

Others Institutions Holding AXP

# of Institutions
2,940
Shares Held
589M
Call Options Held
10.8M
Put Options Held
6.14M
View Full List

About AMERICAN EXPRESS CO

AXP Quotes by TradingView
  • Ticker AXP
  • Exchange NYSE
  • Sector Financial Services
  • Industry Credit Services
  • Shares Outstandng 747,233,024
  • Market Cap $221B
  • 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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