Phoenix Wealth Advisors American Express CO Transaction History

Phoenix Wealth Advisors

$215 Million
Q3 2024

A detailed history of Phoenix Wealth Advisors transactions in American Express CO stock. As of the latest transaction made, Phoenix Wealth Advisors holds 2,189 shares of AXP stock, worth $641,377. This represents 0.28% of its overall portfolio holdings.

Number of Shares

2,189

Previous 2,197 0.36%

Holding current value

$641,377

Previous $508,000 16.73%

% of portfolio

0.28%

Previous 0.26%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	SELL	$225.92 - $271.17 $1,807 - $2,169	-8 Reduced 0.36%	2,189 $593,000
Q2 2024 Jul 17, 2024	BUY	$217.5 - $243.08 $30,885 - $34,517	142 Added 6.91%	2,197 $508,000
Q1 2024 Apr 26, 2024	SELL	$179.79 - $229.12 $3,056 - $3,895	-17 Reduced 0.82%	2,055 $467,000
Q4 2023 Jan 30, 2024	BUY	$141.31 - $187.8 $423 - $563	3 Added 0.14%	2,072 $388,000
Q3 2023 Nov 06, 2023	BUY	$149.19 - $178.04 $5,967 - $7,121	40 Added 1.97%	2,069 $308,000
Q2 2023 Jul 13, 2023	SELL	$147.93 - $175.14 $1,035 - $1,225	-7 Reduced 0.34%	2,029 $353,000
Q1 2023 May 05, 2023	SELL	$146.42 - $181.33 $141,880 - $175,708	-969 Reduced 32.25%	2,036 $335,000
Q4 2022 Feb 06, 2023	BUY	$136.81 - $157.67 $22,026 - $25,384	161 Added 5.66%	3,005 $444,000
Q3 2022 Nov 07, 2022	SELL	$134.91 - $165.84 $809 - $995	-6 Reduced 0.21%	2,844 $384,000
Q2 2022 Aug 01, 2022	BUY	$137.5 - $188.46 $24,200 - $33,168	176 Added 6.58%	2,850 $395,000
Q1 2022 May 02, 2022	BUY	$158.74 - $198.38 $34,446 - $43,048	217 Added 8.83%	2,674 $491,000
Q4 2021 Feb 11, 2022	SELL	$150.06 - $187.08 $77,280 - $96,346	-515 Reduced 17.33%	2,457 $402,000
Q3 2021 Nov 15, 2021	BUY	$158.72 - $176.77 $5,079 - $5,656	32 Added 1.09%	2,972 $498,000
Q2 2021 Jul 23, 2021	BUY	$144.33 - $169.45 $35,793 - $42,023	248 Added 9.21%	2,940 $499,000
Q1 2021 Apr 12, 2021	BUY	$114.09 - $150.27 $68,682 - $90,462	602 Added 28.8%	2,692 $389,000
Q4 2020 Feb 05, 2021	BUY	$91.07 - $125.04 $190,336 - $261,333	2,090 New	2,090 $253,000

Others Institutions Holding AXP

# of Institutions

2,689

Shares Held

573M

Call Options Held

9.43M

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 $219B
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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Phoenix Wealth Advisors American Express CO Transaction History