A detailed history of Sea Crest Wealth Management, LLC transactions in American Express CO stock. As of the latest transaction made, Sea Crest Wealth Management, LLC holds 3,236 shares of AXP stock, worth $877,150. This represents 0.09% of its overall portfolio holdings.

Number of Shares
3,236
Previous 3,012 7.44%
Holding current value
$877,150
Previous $685,000 9.34%
% of portfolio
0.09%
Previous 0.09%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 19, 2024

BUY
$217.5 - $243.08 $48,720 - $54,449
224 Added 7.44%
3,236 $749,000
Q1 2024

Apr 18, 2024

SELL
$179.79 - $229.12 $113,087 - $144,116
-629 Reduced 17.28%
3,012 $685,000
Q4 2023

Jan 18, 2024

SELL
$141.31 - $187.8 $7,772 - $10,329
-55 Reduced 1.49%
3,641 $682,000
Q3 2023

Oct 12, 2023

SELL
$149.19 - $178.04 $91,155 - $108,782
-611 Reduced 14.19%
3,696 $551,000
Q2 2023

Jul 14, 2023

BUY
$147.93 - $175.14 $17,011 - $20,141
115 Added 2.74%
4,307 $750,000
Q1 2023

May 11, 2023

BUY
$146.42 - $181.33 $37,044 - $45,876
253 Added 6.42%
4,192 $691,000
Q4 2022

Feb 14, 2023

BUY
$136.81 - $157.67 $273 - $315
2 Added 0.05%
3,939 $582,000
Q3 2022

Nov 14, 2022

BUY
$134.91 - $165.84 $35,211 - $43,284
261 Added 7.1%
3,937 $531,000
Q2 2022

Aug 09, 2022

SELL
$137.5 - $188.46 $11,412 - $15,642
-83 Reduced 2.21%
3,676 $510,000
Q1 2022

May 16, 2022

BUY
$158.74 - $198.38 $13,016 - $16,267
82 Added 2.23%
3,759 $703,000
Q4 2021

Feb 11, 2022

SELL
$150.06 - $187.08 $13,205 - $16,463
-88 Reduced 2.34%
3,677 $602,000
Q3 2021

Nov 16, 2021

BUY
$158.72 - $176.77 $52,218 - $58,157
329 Added 9.58%
3,765 $631,000
Q2 2021

Aug 12, 2021

SELL
$144.33 - $169.45 $785,588 - $922,316
-5,443 Reduced 61.3%
3,436 $568,000
Q1 2021

May 17, 2021

BUY
$114.09 - $150.27 $668,225 - $880,131
5,857 Added 193.81%
8,879 $1.26 Million
Q4 2020

Feb 09, 2021

SELL
$91.07 - $125.04 $60,197 - $82,651
-661 Reduced 17.95%
3,022 $365,000
Q3 2020

Nov 12, 2020

BUY
$90.57 - $107.27 $7,336 - $8,688
81 Added 2.25%
3,683 $369,000
Q2 2020

Jul 27, 2020

BUY
$73.6 - $113.67 $20,828 - $32,168
283 Added 8.53%
3,602 $343,000
Q1 2020

May 13, 2020

SELL
$68.96 - $136.93 $3,310 - $6,572
-48 Reduced 1.43%
3,319 $284,000
Q4 2019

Jan 22, 2020

SELL
$112.54 - $125.77 $32,298 - $36,095
-287 Reduced 7.85%
3,367 $419,000
Q3 2019

Oct 15, 2019

BUY
$116.8 - $128.57 $18,688 - $20,571
160 Added 4.58%
3,654 $432,000
Q2 2019

Jul 19, 2019

BUY
$109.85 - $124.92 $3,075 - $3,497
28 Added 0.81%
3,494 $431,000
Q1 2019

May 10, 2019

SELL
$93.43 - $113.55 $3,363 - $4,087
-36 Reduced 1.03%
3,466 $379,000
Q4 2018

Feb 13, 2019

BUY
$89.5 - $112.89 $62,829 - $79,248
702 Added 25.07%
3,502 $334,000
Q3 2018

Nov 14, 2018

SELL
$97.84 - $111.11 $54,301 - $61,666
-555 Reduced 16.54%
2,800 $298,000
Q2 2018

Aug 03, 2018

BUY
$91.0 - $102.7 $22,204 - $25,058
244 Added 7.84%
3,355 $329,000
Q1 2018

Apr 20, 2018

BUY
$88.34 - $101.64 $265 - $304
3 Added 0.1%
3,111 $290,000
Q4 2017

Feb 02, 2018

BUY
$90.54 - $99.7 $281,398 - $309,867
3,108
3,108 $309,000

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 $203B
  • 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
Track This Portfolio

Track Sea Crest Wealth Management, LLC Portfolio

Follow Sea Crest Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sea Crest Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sea Crest Wealth Management, LLC with notifications on news.