Soa Wealth Advisors, Llc. American Express CO Transaction History

Soa Wealth Advisors, Llc.

$517 Million
Q3 2024

A detailed history of Soa Wealth Advisors, Llc. transactions in American Express CO stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 8,031 shares of AXP stock, worth $2.4 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares

8,031

Previous 8,031 -0.0%

Holding current value

$2.4 Million

Previous $2.18 Million -0.0%

% of portfolio

0.42%

Previous 0.42%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 08, 2024	BUY	$225.92 - $271.17 $47,217 - $56,674	209 Added 2.67%	8,031 $2.18 Million
Q2 2024 Jul 17, 2024	BUY	$217.5 - $243.08 $253,170 - $282,945	1,164 Added 17.48%	7,822 $1.81 Million
Q1 2024 Apr 10, 2024	BUY	$179.79 - $229.12 $37,036 - $47,198	206 Added 3.19%	6,658 $1.52 Million
Q4 2023 Jan 10, 2024	SELL	$141.31 - $187.8 $60,904 - $80,941	-431 Reduced 6.26%	6,452 $1.21 Million
Q3 2023 Oct 10, 2023	BUY	$149.19 - $178.04 $1,790 - $2,136	12 Added 0.17%	6,883 $1.03 Million
Q2 2023 Jul 07, 2023	SELL	$147.93 - $175.14 $6,213 - $7,355	-42 Reduced 0.61%	6,871 $1.2 Million
Q4 2022 Jan 10, 2023	BUY	$136.81 - $157.67 $1,641 - $1,892	12 Added 0.17%	6,913 $0
Q3 2022 Oct 07, 2022	BUY	$134.91 - $165.84 $7,420 - $9,121	55 Added 0.8%	6,901 $931,000
Q2 2022 Jul 13, 2022	SELL	$137.5 - $188.46 $37,950 - $52,014	-276 Reduced 3.88%	6,846 $949,000
Q1 2022 Apr 07, 2022	BUY	$158.74 - $198.38 $3,016 - $3,769	19 Added 0.27%	7,122 $1.33 Million
Q4 2021 Jan 13, 2022	SELL	$150.06 - $187.08 $85,534 - $106,635	-570 Reduced 7.43%	7,103 $1.17 Million
Q3 2021 Oct 12, 2021	BUY	$158.72 - $176.77 $1,428 - $1,590	9 Added 0.12%	7,673 $1.29 Million
Q2 2021 Jul 14, 2021	BUY	$144.33 - $169.45 $71,010 - $83,369	492 Added 6.86%	7,664 $1.27 Million
Q1 2021 Apr 26, 2021	BUY	$114.09 - $150.27 $15,059 - $19,835	132 Added 1.88%	7,172 $1.01 Million
Q4 2020 Mar 10, 2021	BUY	$91.07 - $125.04 $641,132 - $880,281	7,040 New	7,040 $902,000

Others Institutions Holding AXP

# of Institutions

2,694

Shares Held

572M

Call Options Held

9.43M

Put Options Held

8.32M

View Full List

About AMERICAN EXPRESS CO

Ticker AXP
Exchange NYSE
Sector Financial Services
Industry Credit Services
Shares Outstandng 747,233,024
Market Cap $223B
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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Soa Wealth Advisors, Llc. American Express CO Transaction History