A detailed history of Steel Peak Wealth Management LLC transactions in American Express CO stock. As of the latest transaction made, Steel Peak Wealth Management LLC holds 2,933 shares of AXP stock, worth $841,243. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,933
Previous 23,677 87.61%
Holding current value
$841,243
Previous $5.48 Million 85.5%
% of portfolio
0.04%
Previous 0.26%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024

SELL
$225.92 - $271.17 $4.69 Million - $5.63 Million
-20,744 Reduced 87.61%
2,933 $795,000
Q2 2024

Jul 16, 2024

SELL
$217.5 - $243.08 $46,980 - $52,505
-216 Reduced 0.9%
23,677 $5.48 Million
Q1 2024

Apr 17, 2024

BUY
$179.79 - $229.12 $3.74 Million - $4.77 Million
20,820 Added 677.51%
23,893 $5.44 Million
Q4 2023

Jan 23, 2024

SELL
$141.31 - $187.8 $39,566 - $52,584
-280 Reduced 8.35%
3,073 $575,000
Q3 2023

Nov 02, 2023

SELL
$149.19 - $178.04 $224,680 - $268,128
-1,506 Reduced 30.99%
3,353 $500,000
Q2 2023

Aug 02, 2023

BUY
$147.93 - $175.14 $38,461 - $45,536
260 Added 5.65%
4,859 $846,000
Q1 2023

May 05, 2023

SELL
$146.42 - $181.33 $21,523 - $26,655
-147 Reduced 3.1%
4,599 $758,000
Q4 2022

Jan 25, 2023

SELL
$136.81 - $157.67 $390,045 - $449,517
-2,851 Reduced 37.53%
4,746 $0
Q3 2022

Oct 26, 2022

BUY
$134.91 - $165.84 $231,235 - $284,249
1,714 Added 29.13%
7,597 $1.03 Million
Q2 2022

Aug 02, 2022

BUY
$137.5 - $188.46 $308,137 - $422,338
2,241 Added 61.53%
5,883 $819,000
Q1 2022

May 10, 2022

SELL
$158.74 - $198.38 $1.44 Million - $1.8 Million
-9,092 Reduced 71.4%
3,642 $681,000
Q4 2021

Jan 31, 2022

SELL
$150.06 - $187.08 $1.33 Million - $1.66 Million
-8,859 Reduced 41.03%
12,734 $2.08 Million
Q3 2021

Nov 15, 2021

BUY
$158.72 - $176.77 $2.69 Million - $3 Million
16,971 Added 367.18%
21,593 $3.62 Million
Q2 2021

Aug 13, 2021

SELL
$144.33 - $169.45 $161,649 - $189,784
-1,120 Reduced 19.51%
4,622 $764,000
Q1 2021

May 18, 2021

BUY
$114.09 - $150.27 $28,180 - $37,116
247 Added 4.49%
5,742 $812,000
Q4 2020

Feb 04, 2021

BUY
$91.07 - $125.04 $153,999 - $211,442
1,691 Added 44.45%
5,495 $664,000
Q3 2020

Oct 26, 2020

SELL
$90.57 - $107.27 $215,918 - $255,731
-2,384 Reduced 38.53%
3,804 $381,000
Q2 2020

Jul 21, 2020

SELL
$73.6 - $113.67 $15,676 - $24,211
-213 Reduced 3.33%
6,188 $589,000
Q1 2020

Apr 16, 2020

SELL
$68.96 - $136.93 $11,654 - $23,141
-169 Reduced 2.57%
6,401 $548,000
Q4 2019

Feb 06, 2020

BUY
$112.54 - $125.77 $739,387 - $826,308
6,570 New
6,570 $818,000

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 $214B
  • 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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