A detailed history of Ropes Wealth Advisors LLC transactions in American Express CO stock. As of the latest transaction made, Ropes Wealth Advisors LLC holds 10,645 shares of AXP stock, worth $3.04 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares
10,645
Previous 21,976 51.56%
Holding current value
$3.04 Million
Previous $3.83 Million 58.52%
% of portfolio
0.31%
Previous 0.64%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 19, 2023

SELL
$149.19 - $178.04 $1.69 Million - $2.02 Million
-11,331 Reduced 51.56%
10,645 $1.59 Million
Q2 2023

Aug 07, 2023

SELL
$147.93 - $175.14 $3,994 - $4,728
-27 Reduced 0.12%
21,976 $3.83 Million
Q1 2023

May 08, 2023

BUY
$146.42 - $181.33 $37,776 - $46,783
258 Added 1.19%
22,003 $3.63 Million
Q4 2022

Feb 06, 2023

BUY
$136.81 - $157.67 $196,322 - $226,256
1,435 Added 7.07%
21,745 $3.21 Million
Q3 2022

Nov 01, 2022

BUY
$134.91 - $165.84 $217,205 - $267,002
1,610 Added 8.61%
20,310 $2.74 Million
Q1 2022

May 04, 2022

SELL
$158.74 - $198.38 $142,707 - $178,343
-899 Reduced 4.59%
18,700 $3.5 Million
Q4 2021

Feb 10, 2022

BUY
$150.06 - $187.08 $8,253 - $10,289
55 Added 0.28%
19,599 $3.21 Million
Q3 2021

Nov 05, 2021

SELL
$158.72 - $176.77 $47,139 - $52,500
-297 Reduced 1.5%
19,544 $3.27 Million
Q2 2021

Aug 04, 2021

BUY
$144.33 - $169.45 $135,670 - $159,283
940 Added 4.97%
19,841 $3.28 Million
Q1 2021

May 12, 2021

SELL
$114.09 - $150.27 $264,688 - $348,626
-2,320 Reduced 10.93%
18,901 $2.92 Million
Q4 2020

Feb 05, 2021

BUY
$91.07 - $125.04 $1.09 Million - $1.5 Million
11,964 Added 129.24%
21,221 $2.57 Million
Q3 2020

Oct 16, 2020

SELL
$90.57 - $107.27 $4,075 - $4,827
-45 Reduced 0.48%
9,257 $928,000
Q2 2020

Jul 20, 2020

BUY
$73.6 - $113.67 $19,872 - $30,690
270 Added 2.99%
9,302 $886,000
Q1 2020

Apr 24, 2020

BUY
$68.96 - $136.93 $15,515 - $30,809
225 Added 2.55%
9,032 $773,000
Q4 2019

Feb 05, 2020

BUY
$112.54 - $125.77 $22,508 - $25,154
200 Added 2.32%
8,807 $1.1 Million
Q3 2019

Nov 05, 2019

SELL
$116.8 - $128.57 $4,555 - $5,014
-39 Reduced 0.45%
8,607 $1.02 Million
Q1 2019

Apr 15, 2019

BUY
$93.43 - $113.55 $31,859 - $38,720
341 Added 4.11%
8,646 $945,000
Q4 2018

Feb 08, 2019

BUY
$89.5 - $112.89 $23,896 - $30,141
267 Added 3.32%
8,305 $792,000
Q1 2018

Apr 30, 2018

BUY
$88.34 - $101.64 $7,508 - $8,639
85 Added 1.07%
8,038 $750,000
Q4 2017

Feb 13, 2018

SELL
$90.54 - $99.7 $1,086 - $1,196
-12 Reduced 0.15%
7,953 $790,000
Q3 2017

Nov 09, 2017

BUY
$84.25 - $90.46 $671,051 - $720,513
7,965
7,965 $721,000

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 $213B
  • 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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