A detailed history of Sound View Wealth Advisors Group, LLC transactions in American Express CO stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 12,765 shares of AXP stock, worth $3.01 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares
12,765
Previous 14,707 13.2%
Holding current value
$3.01 Million
Previous $2.76 Million 5.48%
% of portfolio
0.31%
Previous 0.31%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 09, 2024

SELL
$179.79 - $229.12 $349,152 - $444,951
-1,942 Reduced 13.2%
12,765 $2.91 Million
Q4 2023

Feb 08, 2024

BUY
$141.31 - $187.8 $230,759 - $306,677
1,633 Added 12.49%
14,707 $2.76 Million
Q3 2023

Nov 07, 2023

BUY
$149.19 - $178.04 $336,274 - $401,302
2,254 Added 20.83%
13,074 $1.95 Million
Q2 2023

Aug 08, 2023

BUY
$147.93 - $175.14 $24,112 - $28,547
163 Added 1.53%
10,820 $1.88 Million
Q1 2023

May 12, 2023

BUY
$146.42 - $181.33 $556,542 - $689,235
3,801 Added 55.44%
10,657 $1.76 Million
Q4 2022

Feb 08, 2023

BUY
$136.81 - $157.67 $164,856 - $189,992
1,205 Added 21.32%
6,856 $1.01 Million
Q3 2022

Nov 08, 2022

BUY
$134.91 - $165.84 $216,125 - $265,675
1,602 Added 39.57%
5,651 $762,000
Q2 2022

Aug 05, 2022

SELL
$137.5 - $188.46 $412 - $565
-3 Reduced 0.07%
4,049 $561,000
Q1 2022

May 11, 2022

BUY
$158.74 - $198.38 $634 - $793
4 Added 0.1%
4,052 $758,000
Q4 2021

Jan 20, 2022

BUY
$150.06 - $187.08 $19,507 - $24,320
130 Added 3.32%
4,048 $662,000
Q3 2021

Oct 21, 2021

SELL
$158.72 - $176.77 $36,981 - $41,187
-233 Reduced 5.61%
3,918 $656,000
Q2 2021

Jul 21, 2021

SELL
$144.33 - $169.45 $56,721 - $66,593
-393 Reduced 8.65%
4,151 $686,000
Q1 2021

Apr 28, 2021

SELL
$114.09 - $150.27 $22,133 - $29,152
-194 Reduced 4.09%
4,544 $643,000
Q4 2020

Feb 02, 2021

SELL
$91.07 - $125.04 $232,774 - $319,602
-2,556 Reduced 35.04%
4,738 $573,000
Q3 2020

Nov 09, 2020

BUY
$90.57 - $107.27 $112,759 - $133,551
1,245 Added 20.58%
7,294 $731,000
Q2 2020

Aug 07, 2020

SELL
$73.6 - $113.67 $107,235 - $165,617
-1,457 Reduced 19.41%
6,049 $576,000
Q1 2020

May 12, 2020

BUY
$68.96 - $136.93 $35,652 - $70,792
517 Added 7.4%
7,506 $643,000
Q4 2019

Jan 27, 2020

BUY
$112.54 - $125.77 $49,405 - $55,213
439 Added 6.7%
6,989 $870,000
Q3 2019

Nov 07, 2019

BUY
$116.8 - $128.57 $74,752 - $82,284
640 Added 10.83%
6,550 $775,000
Q2 2019

Aug 07, 2019

BUY
$109.85 - $124.92 $649,213 - $738,277
5,910 New
5,910 $730,000

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 $176B
  • 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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