Personal Cfo Solutions, LLC American Express CO Transaction History

Personal Cfo Solutions, LLC

$704 Million
Q3 2024

A detailed history of Personal Cfo Solutions, LLC transactions in American Express CO stock. As of the latest transaction made, Personal Cfo Solutions, LLC holds 10,836 shares of AXP stock, worth $3.48 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares

10,836

Previous 12,349 12.25%

Holding current value

$3.48 Million

Previous $2.86 Million 2.76%

% of portfolio

0.42%

Previous 0.45%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$225.92 - $271.17 $341,816 - $410,280	-1,513 Reduced 12.25%	10,836 $2.94 Million
Q2 2024 Aug 09, 2024	BUY	$217.5 - $243.08 $133,327 - $149,008	613 Added 5.22%	12,349 $2.86 Million
Q1 2024 May 13, 2024	SELL	$179.79 - $229.12 $101,581 - $129,452	-565 Reduced 4.59%	11,736 $2.67 Million
Q4 2023 Feb 13, 2024	SELL	$141.31 - $187.8 $517,053 - $687,160	-3,659 Reduced 22.93%	12,301 $2.3 Million
Q3 2023 Nov 13, 2023	BUY	$149.19 - $178.04 $553,196 - $660,172	3,708 Added 30.26%	15,960 $2.38 Million
Q2 2023 Aug 10, 2023	SELL	$147.93 - $175.14 $100,592 - $119,095	-680 Reduced 5.26%	12,252 $2.13 Million
Q1 2023 May 09, 2023	BUY	$146.42 - $181.33 $113,475 - $140,530	775 Added 6.37%	12,932 $2.13 Million
Q4 2022 Feb 14, 2023	BUY	$136.81 - $157.67 $658,603 - $759,023	4,814 Added 65.56%	12,157 $1.8 Million
Q3 2022 Nov 01, 2022	BUY	$134.91 - $165.84 $172,010 - $211,446	1,275 Added 21.01%	7,343 $991,000
Q2 2022 Aug 05, 2022	SELL	$137.5 - $188.46 $255,062 - $349,593	-1,855 Reduced 23.41%	6,068 $841,000
Q1 2022 May 02, 2022	SELL	$158.74 - $198.38 $3,492 - $4,364	-22 Reduced 0.28%	7,923 $1.48 Million
Q4 2021 Feb 11, 2022	BUY	$150.06 - $187.08 $425,720 - $530,745	2,837 Added 55.54%	7,945 $1.3 Million
Q3 2021 Nov 18, 2021	SELL	$158.72 - $176.77 $20,951 - $23,333	-132 Reduced 2.52%	5,108 $856,000
Q2 2021 Jul 22, 2021	BUY	$144.33 - $169.45 $11,113 - $13,047	77 Added 1.49%	5,240 $866,000
Q1 2021 Apr 21, 2021	BUY	$114.09 - $150.27 $51,682 - $68,072	453 Added 9.62%	5,163 $730,000
Q4 2020 Feb 09, 2021	BUY	$91.07 - $125.04 $116,023 - $159,300	1,274 Added 37.08%	4,710 $569,000
Q3 2020 Nov 02, 2020	BUY	$90.57 - $107.27 $18,295 - $21,668	202 Added 6.25%	3,436 $0
Q2 2020 Aug 03, 2020	BUY	$73.6 - $113.67 $43,865 - $67,747	596 Added 22.59%	3,234 $308,000
Q1 2020 Apr 30, 2020	BUY	$68.96 - $136.93 $13,516 - $26,838	196 Added 8.03%	2,638 $226,000
Q4 2019 Feb 13, 2020	BUY	$112.54 - $125.77 $274,822 - $307,130	2,442 New	2,442 $304,000

Others Institutions Holding AXP

# of Institutions

2,713

Shares Held

570M

Call Options Held

9.41M

Put Options Held

8.32M

View Full List

About AMERICAN EXPRESS CO

Ticker AXP
Exchange NYSE
Sector Financial Services
Industry Credit Services
Shares Outstandng 747,233,024
Market Cap $240B
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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Personal Cfo Solutions, LLC American Express CO Transaction History