Spire Wealth Management American Express CO Transaction History

Spire Wealth Management

$2.95 Billion
Q3 2024

A detailed history of Spire Wealth Management transactions in American Express CO stock. As of the latest transaction made, Spire Wealth Management holds 3,320 shares of AXP stock, worth $955,429. This represents 0.03% of its overall portfolio holdings.

Number of Shares

3,320

Previous 3,793 12.47%

Holding current value

$955,429

Previous $878,000 2.51%

% of portfolio

0.03%

Previous 0.03%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	SELL	$225.92 - $271.17 $106,860 - $128,263	-473 Reduced 12.47%	3,320 $900,000
Q2 2024 Jul 31, 2024	SELL	$217.5 - $243.08 $113,535 - $126,887	-522 Reduced 12.1%	3,793 $878,000
Q1 2024 Apr 24, 2024	BUY	$179.79 - $229.12 $7,551 - $9,623	42 Added 0.98%	4,315 $982,000
Q4 2023 Feb 06, 2024	BUY	$141.31 - $187.8 $29,533 - $39,250	209 Added 5.14%	4,273 $800,000
Q3 2023 Nov 08, 2023	SELL	$149.19 - $178.04 $27,450 - $32,759	-184 Reduced 4.33%	4,064 $606,000
Q2 2023 Aug 09, 2023	BUY	$147.93 - $175.14 $28,846 - $34,152	195 Added 4.81%	4,248 $740,000
Q1 2023 May 09, 2023	BUY	$146.42 - $181.33 $235,004 - $291,034	1,605 Added 65.56%	4,053 $668,000
Q4 2022 Feb 03, 2023	BUY	$136.81 - $157.67 $105,343 - $121,405	770 Added 45.89%	2,448 $362,000
Q3 2022 Nov 07, 2022	SELL	$134.91 - $165.84 $421,728 - $518,415	-3,126 Reduced 65.07%	1,678 $226,000
Q2 2022 Jul 22, 2022	SELL	$137.5 - $188.46 $944,487 - $1.29 Million	-6,869 Reduced 58.85%	4,804 $666,000
Q1 2022 Apr 18, 2022	BUY	$158.74 - $198.38 $410,025 - $512,415	2,583 Added 28.42%	11,673 $2.18 Million
Q4 2021 Jan 14, 2022	BUY	$150.06 - $187.08 $713,535 - $889,565	4,755 Added 109.69%	9,090 $1.49 Million
Q3 2021 Oct 22, 2021	BUY	$158.72 - $176.77 $19,046 - $21,212	120 Added 2.85%	4,335 $726,000
Q2 2021 Jul 26, 2021	SELL	$144.33 - $169.45 $530,268 - $622,559	-3,674 Reduced 46.57%	4,215 $697,000
Q1 2021 May 21, 2021	BUY	$114.09 - $150.27 $900,056 - $1.19 Million	7,889 New	7,889 $1.13 Million

Others Institutions Holding AXP

# of Institutions

2,695

Shares Held

573M

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 $215B
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

Portfolio Update

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

News

Stay updated on Spire Wealth Management with notifications on news.

Account

Spire Wealth Management American Express CO Transaction History