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 2,974 shares of AXP stock, worth $853,002. This represents 0.28% of its overall portfolio holdings.

Number of Shares
2,974
Previous 3,040 2.17%
Holding current value
$853,002
Previous $703,000 14.65%
% of portfolio
0.28%
Previous 0.25%

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About AMERICAN EXPRESS CO


  • Ticker AXP
  • Exchange NYSE
  • Sector Financial Services
  • Industry Credit Services
  • Shares Outstandng 747,233,024
  • Market Cap $214B
  • 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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