A detailed history of Robertson Stephens Wealth Management, LLC transactions in American Express CO stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 6,663 shares of AXP stock, worth $1.92 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
6,663
Previous 5,991 11.22%
Holding current value
$1.92 Million
Previous $1.39 Million 30.21%
% of portfolio
0.07%
Previous 0.07%

Shares

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

Nov 12, 2024

BUY
$225.92 - $271.17 $151,818 - $182,226
672 Added 11.22%
6,663 $1.81 Million
Q2 2024

Aug 13, 2024

BUY
$217.5 - $243.08 $101,572 - $113,518
467 Added 8.45%
5,991 $1.39 Million
Q1 2024

May 15, 2024

BUY
$179.79 - $229.12 $179,610 - $228,890
999 Added 22.08%
5,524 $1.26 Million
Q4 2023

Feb 06, 2024

SELL
$141.31 - $187.8 $21,761 - $28,921
-154 Reduced 3.29%
4,525 $847,000
Q3 2023

Nov 13, 2023

BUY
$149.19 - $178.04 $895 - $1,068
6 Added 0.13%
4,679 $698,000
Q2 2023

Aug 11, 2023

SELL
$147.93 - $175.14 $156,509 - $185,298
-1,058 Reduced 18.46%
4,673 $814,000
Q1 2023

May 11, 2023

BUY
$146.42 - $181.33 $416,272 - $515,521
2,843 Added 98.44%
5,731 $945,000
Q4 2022

Feb 14, 2023

BUY
$136.81 - $157.67 $5,472 - $6,306
40 Added 1.4%
2,888 $426,000
Q3 2022

Nov 14, 2022

SELL
$134.91 - $165.84 $152,583 - $187,565
-1,131 Reduced 28.42%
2,848 $384,000
Q2 2022

Aug 12, 2022

SELL
$137.5 - $188.46 $41,800 - $57,291
-304 Reduced 7.1%
3,979 $553,000
Q1 2022

May 16, 2022

SELL
$158.74 - $198.38 $1,269 - $1,587
-8 Reduced 0.19%
4,283 $800,000
Q4 2021

Feb 14, 2022

BUY
$150.06 - $187.08 $3,601 - $4,489
24 Added 0.56%
4,291 $702,000
Q3 2021

Nov 10, 2021

SELL
$158.72 - $176.77 $10,158 - $11,313
-64 Reduced 1.48%
4,267 $714,000
Q2 2021

Aug 17, 2021

SELL
$144.33 - $169.45 $89,195 - $104,720
-618 Reduced 12.49%
4,331 $715,000
Q1 2021

May 07, 2021

BUY
$114.09 - $150.27 $202,966 - $267,330
1,779 Added 56.12%
4,949 $702,000
Q4 2020

Feb 10, 2021

BUY
$91.07 - $125.04 $94,986 - $130,416
1,043 Added 49.04%
3,170 $383,000
Q3 2020

Nov 10, 2020

BUY
$90.57 - $107.27 $192,642 - $228,163
2,127 New
2,127 $213,000

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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