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 21,562 shares of AXP stock, worth $6.5 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
21,562
Previous 12,562 71.64%
Holding current value
$6.5 Million
Previous $2.91 Million 101.03%
% of portfolio
0.07%
Previous 0.04%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About AMERICAN EXPRESS CO


  • Ticker AXP
  • Exchange NYSE
  • Sector Financial Services
  • Industry Credit Services
  • Shares Outstandng 747,233,024
  • Market Cap $225B
  • 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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