A detailed history of United Asset Strategies, Inc. transactions in American Express CO stock. As of the latest transaction made, United Asset Strategies, Inc. holds 5,234 shares of AXP stock, worth $1.24 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
5,234
Previous 9,443 44.57%
Holding current value
$1.24 Million
Previous $1.77 Million 32.67%
% of portfolio
0.12%
Previous 0.2%

Shares

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

Apr 23, 2024

SELL
$179.79 - $229.12 $756,736 - $964,366
-4,209 Reduced 44.57%
5,234 $1.19 Million
Q4 2023

Jan 30, 2024

BUY
$141.31 - $187.8 $70,937 - $94,275
502 Added 5.61%
9,443 $1.77 Million
Q3 2023

Nov 07, 2023

BUY
$149.19 - $178.04 $53,559 - $63,916
359 Added 4.18%
8,941 $1.33 Million
Q2 2023

Jul 25, 2023

BUY
$147.93 - $175.14 $3,402 - $4,028
23 Added 0.27%
8,582 $1.49 Million
Q1 2023

Apr 25, 2023

BUY
$146.42 - $181.33 $21,670 - $26,836
148 Added 1.76%
8,559 $1.41 Million
Q4 2022

Jan 26, 2023

BUY
$136.81 - $157.67 $82,770 - $95,390
605 Added 7.75%
8,411 $0
Q3 2022

Oct 24, 2022

BUY
$134.91 - $165.84 $4,182 - $5,141
31 Added 0.4%
7,806 $1.05 Million
Q2 2022

Aug 15, 2022

BUY
$137.5 - $188.46 $91,987 - $126,079
669 Added 9.41%
7,775 $1.08 Million
Q1 2022

Apr 29, 2022

BUY
$158.74 - $198.38 $666,390 - $832,799
4,198 Added 144.36%
7,106 $1.33 Million
Q4 2021

Jan 31, 2022

BUY
$150.06 - $187.08 $436,374 - $544,028
2,908 New
2,908 $476,000

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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