Outlook Wealth Advisors, LLC American Express CO Transaction History

Outlook Wealth Advisors, LLC

$289 Million
Q4 2024

A detailed history of Outlook Wealth Advisors, LLC transactions in American Express CO stock. As of the latest transaction made, Outlook Wealth Advisors, LLC holds 2,993 shares of AXP stock, worth $850,550. This represents 0.31% of its overall portfolio holdings.

Number of Shares

2,993

Previous 2,974 0.64%

Holding current value

$850,550

Previous $806,000 10.17%

% of portfolio

0.31%

Previous 0.28%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$267.35 - $305.57 $5,079 - $5,805	19 Added 0.64%	2,993 $888,000
Q3 2024 Oct 23, 2024	SELL	$225.92 - $271.17 $14,910 - $17,897	-66 Reduced 2.17%	2,974 $806,000
Q2 2024 Jul 18, 2024	SELL	$217.5 - $243.08 $10,875 - $12,154	-50 Reduced 1.62%	3,040 $703,000
Q1 2024 Apr 22, 2024	SELL	$179.79 - $229.12 $48,543 - $61,862	-270 Reduced 8.04%	3,090 $703,000
Q4 2023 Jan 29, 2024	SELL	$141.31 - $187.8 $128,026 - $170,146	-906 Reduced 21.24%	3,360 $629,000
Q3 2023 Oct 10, 2023	BUY	$149.19 - $178.04 $37,446 - $44,688	251 Added 6.25%	4,266 $636,000
Q2 2023 Jul 10, 2023	BUY	$147.93 - $175.14 $142,604 - $168,834	964 Added 31.6%	4,015 $699,000
Q1 2023 Apr 18, 2023	SELL	$146.42 - $181.33 $2,635 - $3,263	-18 Reduced 0.59%	3,051 $503,000
Q4 2022 Feb 14, 2023	BUY	$136.81 - $157.67 $24,215 - $27,907	177 Added 6.12%	3,069 $453,000
Q3 2022 Oct 25, 2022	BUY	$134.91 - $165.84 $9,848 - $12,106	73 Added 2.59%	2,892 $390,000
Q2 2022 Jul 28, 2022	BUY	$137.5 - $188.46 $30,800 - $42,215	224 Added 8.63%	2,819 $390,000
Q1 2022 Jul 28, 2022	BUY	$158.74 - $198.38 $14,127 - $17,655	89 Added 3.55%	2,595 $486,000
Q1 2022 May 13, 2022	SELL	$158.74 - $198.38 $15,556 - $19,441	-98 Reduced 3.76%	2,506 $469,000
Q4 2021 Jan 21, 2022	BUY	$150.06 - $187.08 $900 - $1,122	6 Added 0.23%	2,604 $426,000
Q3 2021 Oct 22, 2021	SELL	$158.72 - $176.77 $8,570 - $9,545	-54 Reduced 2.04%	2,598 $435,000
Q2 2021 Jul 21, 2021	BUY	$144.33 - $169.45 $28,866 - $33,890	200 Added 8.16%	2,652 $438,000
Q1 2021 May 04, 2021	SELL	$114.09 - $150.27 $159,269 - $209,776	-1,396 Reduced 36.28%	2,452 $347,000
Q4 2020 Feb 04, 2021	SELL	$91.07 - $125.04 $4,189 - $5,751	-46 Reduced 1.18%	3,848 $465,000
Q3 2020 Nov 10, 2020	BUY	$90.57 - $107.27 $22,733 - $26,924	251 Added 6.89%	3,894 $390,000
Q2 2020 Jul 17, 2020	BUY	$73.6 - $113.67 $16,707 - $25,803	227 Added 6.65%	3,643 $347,000
Q1 2020 Apr 16, 2020	BUY	$68.96 - $136.93 $8,688 - $17,253	126 Added 3.83%	3,416 $292,000
Q4 2019 Feb 12, 2020	BUY	$112.54 - $125.77 $6,864 - $7,671	61 Added 1.89%	3,290 $410,000
Q3 2019 Oct 17, 2019	BUY	$116.8 - $128.57 $7,708 - $8,485	66 Added 2.09%	3,229 $382,000
Q2 2019 Aug 15, 2019	BUY	$109.85 - $124.92 $21,420 - $24,359	195 Added 6.57%	3,163 $390,000
Q1 2019 May 06, 2019	BUY	$93.43 - $113.55 $228,156 - $277,289	2,442 Added 464.26%	2,968 $324,000
Q4 2018 Feb 13, 2019	BUY	$89.5 - $112.89 $47,077 - $59,380	526 New	526 $502,000

Others Institutions Holding AXP

# of Institutions

2,907

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 $212B
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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Outlook Wealth Advisors, LLC American Express CO Transaction History