A detailed history of Pacific Capital Wealth Advisors, Inc transactions in American Express CO stock. As of the latest transaction made, Pacific Capital Wealth Advisors, Inc holds 1,375 shares of AXP stock, worth $395,505. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,375
Previous 1,364 0.81%
Holding current value
$395,505
Previous $315,000 18.1%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Oct 15, 2024

BUY
$225.92 - $271.17 $2,485 - $2,982
11 Added 0.81%
1,375 $372,000
Q2 2024

Aug 06, 2024

BUY
$217.5 - $243.08 $17,182 - $19,203
79 Added 6.15%
1,364 $315,000
Q1 2024

May 15, 2024

BUY
$179.79 - $229.12 $5,753 - $7,331
32 Added 2.55%
1,285 $292,000
Q4 2023

Feb 06, 2024

BUY
$141.31 - $187.8 $177,061 - $235,313
1,253 New
1,253 $234,000
Q1 2023

May 05, 2023

BUY
$146.42 - $181.33 $183,464 - $227,206
1,253 New
1,253 $206,000
Q3 2022

Nov 14, 2022

BUY
$134.91 - $165.84 $11,602 - $14,262
86 Added 5.33%
1,698 $229,000
Q4 2021

Mar 08, 2022

BUY
$150.06 - $187.08 $29,261 - $36,480
195 Added 13.76%
1,612 $264,000
Q1 2021

May 17, 2021

BUY
$114.09 - $150.27 $161,665 - $212,932
1,417 New
1,417 $200,000
Q4 2020

Feb 16, 2021

SELL
$91.07 - $125.04 $129,046 - $177,181
-1,417 Closed
0 $0
Q3 2020

Nov 16, 2020

BUY
$90.57 - $107.27 $128,337 - $152,001
1,417 New
1,417 $142,000

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 $215B
  • 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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