Principle Wealth Partners LLC American Express CO Transaction History

Principle Wealth Partners LLC

$1.35 Billion
Q4 2024

A detailed history of Principle Wealth Partners LLC transactions in American Express CO stock. As of the latest transaction made, Principle Wealth Partners LLC holds 8,331 shares of AXP stock, worth $2.21 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

8,331

Previous 8,381 0.6%

Holding current value

$2.21 Million

Previous $2.27 Million 8.8%

% of portfolio

0.18%

Previous 0.17%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	SELL	$267.35 - $305.57 $13,367 - $15,278	-50 Reduced 0.6%	8,331 $2.47 Million
Q1 2024 Apr 23, 2024	BUY	$179.79 - $229.12 $19,237 - $24,515	107 Added 1.29%	8,381 $1.91 Million
Q4 2023 Feb 05, 2024	BUY	$141.31 - $187.8 $255,771 - $339,918	1,810 Added 28.0%	8,274 $1.55 Million
Q3 2023 Nov 01, 2023	SELL	$149.19 - $178.04 $17,902 - $21,364	-120 Reduced 1.82%	6,464 $964,000
Q2 2023 Jul 31, 2023	BUY	$147.93 - $175.14 $33,284 - $39,406	225 Added 3.54%	6,584 $1.15 Million
Q3 2022 Nov 14, 2022	BUY	$134.91 - $165.84 $79,596 - $97,845	590 Added 10.23%	6,359 $888,000
Q2 2022 Aug 02, 2022	BUY	$137.5 - $188.46 $61,875 - $84,807	450 Added 8.46%	5,769 $799,000
Q1 2022 May 12, 2022	BUY	$158.74 - $198.38 $79,370 - $99,190	500 Added 10.38%	5,319 $994,000
Q4 2021 Feb 11, 2022	SELL	$150.06 - $187.08 $90,036 - $112,248	-600 Reduced 11.07%	4,819 $789,000
Q3 2021 Nov 16, 2021	SELL	$158.72 - $176.77 $67,456 - $75,127	-425 Reduced 7.27%	5,419 $908,000
Q2 2021 Aug 13, 2021	BUY	$144.33 - $169.45 $14,433 - $16,945	100 Added 1.74%	5,844 $966,000
Q1 2021 May 18, 2021	SELL	$114.09 - $150.27 $11,637 - $15,327	-102 Reduced 1.74%	5,744 $813,000
Q4 2020 Feb 16, 2021	BUY	$91.07 - $125.04 $148,170 - $203,440	1,627 Added 38.56%	5,846 $707,000
Q2 2020 Aug 14, 2020	BUY	$73.6 - $113.67 $310,518 - $479,573	4,219 New	4,219 $401,000
Q1 2020 May 13, 2020	SELL	$68.96 - $136.93 $290,942 - $577,707	-4,219 Closed	0 $0
Q4 2019 Feb 04, 2020	SELL	$112.54 - $125.77 $67,524 - $75,462	-600 Reduced 12.45%	4,219 $525,000
Q3 2019 Nov 05, 2019	BUY	$116.8 - $128.57 $144,131 - $158,655	1,234 Added 34.42%	4,819 $570,000
Q1 2019 Oct 30, 2019	BUY	$93.43 - $113.55 $120,244 - $146,138	1,287 Added 56.01%	3,585 $392,000
Q4 2018 Oct 11, 2019	BUY	$89.5 - $112.89 $205,671 - $259,421	2,298 New	2,298 $219,000

Others Institutions Holding AXP

# of Institutions

2,910

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 $198B
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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Principle Wealth Partners LLC American Express CO Transaction History