Sequoia Financial Advisors, LLC American Express CO Transaction History

Sequoia Financial Advisors, LLC

$14.6 Billion
Q3 2025

A detailed history of Sequoia Financial Advisors, LLC transactions in American Express CO stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 55,354 shares of AXP stock, worth $20.5 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

55,354

Holding current value

$20.5 Million

% of portfolio

0.13%

35 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 28, 2025	BUY	$294.27 - $342.31 $16.3 Million - $18.9 Million	55,354 New	55,354 $18.4 Million
Q2 2025 Jul 25, 2025	BUY	$231.39 - $318.98 $728,415 - $1 Million	3,148 Added 6.05%	55,181 $17.6 Million
Q1 2025 Apr 23, 2025	BUY	$255.39 - $325.87 $6.78 Million - $8.65 Million	26,548 Added 104.17%	52,033 $14 Million
Q4 2024 Aug 08, 2025	SELL	$267.35 - $305.57 $7.94 Million - $9.07 Million	-29,696 Reduced 53.82%	25,485 $7.56 Million
Q4 2024 Feb 07, 2025	BUY	$267.35 - $305.57 $1.05 Million - $1.2 Million	3,923 Added 18.19%	25,485 $7.56 Million
Q3 2024 Oct 21, 2024	BUY	$225.92 - $271.17 $2.03 Million - $2.44 Million	9,000 Added 71.64%	21,562 $5.85 Million
Q2 2024 Jul 15, 2024	BUY	$217.5 - $243.08 $95,700 - $106,955	440 Added 3.63%	12,562 $2.91 Million
Q1 2024 Apr 30, 2024	SELL	$179.79 - $229.12 $490,467 - $625,039	-2,728 Reduced 18.37%	12,122 $2.76 Million
Q4 2023 Jan 25, 2024	BUY	$141.31 - $187.8 $586,860 - $779,933	4,153 Added 38.82%	14,850 $2.78 Million
Q3 2023 Nov 08, 2023	SELL	$149.19 - $178.04 $596 - $712	-4 Reduced 0.04%	10,697 $1.6 Million
Q2 2023 Aug 08, 2023	SELL	$147.93 - $175.14 $98,669 - $116,818	-667 Reduced 5.87%	10,701 $1.86 Million
Q1 2023 Apr 24, 2023	BUY	$146.42 - $181.33 $336,326 - $416,515	2,297 Added 25.32%	11,368 $1.88 Million
Q4 2022 Jan 17, 2023	BUY	$136.81 - $157.67 $487,727 - $562,093	3,565 Added 64.75%	9,071 $0
Q3 2022 Oct 26, 2022	SELL	$134.91 - $165.84 $279,803 - $343,952	-2,074 Reduced 27.36%	5,506 $743,000
Q2 2022 Jul 22, 2022	SELL	$137.5 - $188.46 $129,112 - $176,963	-939 Reduced 11.02%	7,580 $1.05 Million
Q1 2022 May 13, 2022	BUY	$158.74 - $198.38 $245,888 - $307,290	1,549 Added 22.22%	8,519 $1.59 Million
Q4 2021 Feb 11, 2022	BUY	$150.06 - $187.08 $625,750 - $780,123	4,170 Added 148.93%	6,970 $1.14 Million
Q3 2021 Oct 26, 2021	SELL	$158.72 - $176.77 $408,227 - $454,652	-2,572 Reduced 47.88%	2,800 $469,000
Q2 2021 Jul 27, 2021	BUY	$144.33 - $169.45 $54,268 - $63,713	376 Added 7.53%	5,372 $888,000
Q1 2021 May 14, 2021	BUY	$114.09 - $150.27 $1,140 - $1,502	10 Added 0.2%	4,996 $707,000
Q4 2020 Feb 12, 2021	BUY	$91.07 - $125.04 $20,763 - $28,509	228 Added 4.79%	4,986 $603,000
Q3 2020 Oct 23, 2020	SELL	$90.57 - $107.27 $135,130 - $160,046	-1,492 Reduced 23.87%	4,758 $477,000
Q2 2020 Aug 11, 2020	BUY	$73.6 - $113.67 $114,006 - $176,074	1,549 Added 32.95%	6,250 $595,000
Q1 2020 May 11, 2020	SELL	$68.96 - $136.93 $2.8 Million - $5.56 Million	-40,608 Reduced 89.62%	4,701 $402,000
Q4 2019 Feb 13, 2020	BUY	$112.54 - $125.77 $78,778 - $88,039	700 Added 1.57%	45,309 $5.64 Million
Q3 2019 Oct 22, 2019	SELL	$116.8 - $128.57 $454,118 - $499,880	-3,888 Reduced 8.02%	44,609 $5.28 Million
Q2 2019 Jul 31, 2019	SELL	$109.85 - $124.92 $53,167 - $60,461	-484 Reduced 0.99%	48,497 $5.99 Million
Q1 2019 May 13, 2019	BUY	$93.43 - $113.55 $47,182 - $57,342	505 Added 1.04%	48,981 $5.35 Million
Q4 2018 Feb 14, 2019	BUY	$89.5 - $112.89 $1.95 Million - $2.46 Million	21,762 Added 81.46%	48,476 $4.62 Million
Q3 2018 Nov 14, 2018	BUY	$97.84 - $111.11 $32,580 - $36,999	333 Added 1.26%	26,714 $2.85 Million
Q2 2018 Aug 14, 2018	BUY	$91.0 - $102.7 $1.96 Million - $2.22 Million	21,584 Added 449.95%	26,381 $2.59 Million
Q1 2018 May 14, 2018	SELL	$88.34 - $101.64 $23,675 - $27,239	-268 Reduced 5.29%	4,797 $447,000
Q4 2017 Feb 13, 2018	BUY	$90.54 - $99.7 $124,039 - $136,589	1,370 Added 37.08%	5,065 $503,000
Q3 2017 Nov 13, 2017	BUY	$84.25 - $90.46 $21,820 - $23,429	259 Added 7.54%	3,695 $334,000
Q2 2017 Aug 09, 2017	BUY	N/A	3,436	3,436 $289,000

Others Institutions Holding AXP

# of Institutions

3,119

Shares Held

598M

Call Options Held

6.92M

Put Options Held

5.7M

View Full List

About AMERICAN EXPRESS CO

Ticker AXP
Exchange NYSE
Sector Financial Services
Industry Credit Services
Shares Outstandng 747,233,024
Market Cap $277B
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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Sequoia Financial Advisors, LLC American Express CO Transaction History