Schneider Downs Wealth Management Advisors, LP American Express CO Transaction History

Schneider Downs Wealth Management Advisors, LP

$478 Million
Q3 2024

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Oct 26, 2022	BUY	$134.91 - $165.84 $2,563 - $3,150	19 Added 1.0%	1,921 $259,000
Q2 2022 Jul 13, 2022	SELL	$137.5 - $188.46 $96,800 - $132,675	-704 Reduced 27.01%	1,902 $264,000
Q1 2022 May 02, 2022	BUY	$158.74 - $198.38 $40,478 - $50,586	255 Added 10.85%	2,606 $487,000
Q3 2021 Oct 14, 2021	BUY	$158.72 - $176.77 $3,968 - $4,419	25 Added 1.07%	2,351 $394,000
Q2 2021 Jul 20, 2021	BUY	$144.33 - $169.45 $61,051 - $71,677	423 Added 22.23%	2,326 $384,000
Q1 2021 Apr 26, 2021	BUY	$114.09 - $150.27 $217,113 - $285,963	1,903 New	1,903 $269,000

Others Institutions Holding AXP

# of Institutions

2,691

Shares Held

573M

Call Options Held

9.43M

Put Options Held

8.32M

Warren Buffett Berkshire Hathaway Inc | Omaha, Ne

152M
Shares

$45.8 Billion
15.64% of portfolio
Vanguard Group Inc Valley Forge, PA

45.1M
Shares

$13.6 Billion
0.22% of portfolio
Black Rock Inc. New York, NY

41.9M
Shares

$12.7 Billion
0.22% of portfolio
State Street Corp Boston, MA

29.3M
Shares

$8.85 Billion
0.33% of portfolio
Wellington Management Group LLP Boston, MA

16.1M
Shares

$4.86 Billion
0.78% of portfolio

View Full List

About AMERICAN EXPRESS CO

Ticker AXP
Exchange NYSE
Sector Financial Services
Industry Credit Services
Shares Outstandng 747,233,024
Market Cap $226B
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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