United Capital Financial Advisers, LLC American Express CO Transaction History

United Capital Financial Advisers, LLC

  • $11.5 Billion
  • Q1 2025

A detailed history of United Capital Financial Advisers, LLC transactions in American Express CO stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 97,627 shares of AXP stock, worth $27.9 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
97,627
Previous 99,209 1.59%
Holding current value
$27.9 Million
Previous $29.4 Million 10.79%
% of portfolio
0.23%
Previous 0.25%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
SELL
$255.39 - $325.87 $404,026 - $515,526
-1,582 Reduced 1.59%
97,627 $26.3 Million
Q4 2024

Feb 13, 2025
SELL
$267.35 - $305.57 $293,015 - $334,904
-1,096 Reduced 1.09%
99,209 $29.4 Million
Q3 2024

Nov 12, 2024
SELL
$225.92 - $271.17 $389,937 - $468,039
-1,726 Reduced 1.69%
100,305 $27.2 Million
Q2 2024

Aug 14, 2024
SELL
$217.5 - $243.08 $5.24 Million - $5.85 Million
-24,077 Reduced 19.09%
102,031 $23.6 Million
Q1 2024

May 15, 2024
SELL
$179.79 - $229.12 $498,557 - $635,349
-2,773 Reduced 2.15%
126,108 $28.7 Million
Q4 2023

Feb 14, 2024
BUY
$141.31 - $187.8 $182,007 - $241,886
1,288 Added 1.01%
128,881 $24.1 Million
Q3 2023

Nov 14, 2023
SELL
$149.19 - $178.04 $2.36 Million - $2.82 Million
-15,836 Reduced 11.04%
127,593 $19 Million
Q2 2023

Aug 14, 2023
SELL
$147.93 - $175.14 $1.53 Million - $1.81 Million
-10,351 Reduced 6.73%
143,429 $25 Million
Q1 2023

Aug 14, 2023
BUY
$146.42 - $181.33 $1.11 Million - $1.37 Million
7,548 Added 5.26%
150,977 $24.9 Million
Q1 2023

May 15, 2023
BUY
$146.42 - $181.33 $394,162 - $488,140
2,692 Added 1.78%
153,780 $25.4 Million
Q4 2022

Feb 14, 2023
SELL
$136.81 - $157.67 $141,051 - $162,557
-1,031 Reduced 0.68%
151,088 $22.3 Million
Q3 2022

Nov 14, 2022
BUY
$134.91 - $165.84 $374,240 - $460,040
2,774 Added 1.86%
152,119 $20.5 Million
Q2 2022

Aug 11, 2022
BUY
$137.5 - $188.46 $78,100 - $107,045
568 Added 0.38%
149,345 $20.7 Million
Q1 2022

May 16, 2022
SELL
$158.74 - $198.38 $2.2 Million - $2.75 Million
-13,854 Reduced 8.52%
148,777 $27.8 Million
Q4 2021

Feb 14, 2022
SELL
$150.06 - $187.08 $955,882 - $1.19 Million
-6,370 Reduced 3.77%
162,631 $26.6 Million
Q3 2021

Nov 15, 2021
SELL
$158.72 - $176.77 $436,003 - $485,587
-2,747 Reduced 1.6%
169,001 $28.3 Million
Q2 2021

Aug 13, 2021
SELL
$144.33 - $169.45 $79,525 - $93,366
-551 Reduced 0.32%
171,748 $28.4 Million
Q1 2021

May 14, 2021
SELL
$114.09 - $150.27 $418,710 - $551,490
-3,670 Reduced 2.09%
172,299 $24.4 Million
Q4 2020

Feb 17, 2021
SELL
$91.07 - $125.04 $422,564 - $580,185
-4,640 Reduced 2.57%
175,969 $21.3 Million
Q3 2020

Nov 13, 2020
BUY
$90.57 - $107.27 $150,980 - $178,819
1,667 Added 0.93%
180,609 $18.1 Million
Q2 2020

Aug 13, 2020
SELL
$73.6 - $113.67 $9,200 - $14,208
-125 Reduced 0.07%
178,942 $17 Million
Q1 2020

May 15, 2020
SELL
$68.96 - $136.93 $475,479 - $944,132
-6,895 Reduced 3.71%
179,067 $15.3 Million
Q4 2019

Feb 14, 2020
BUY
$112.54 - $125.77 $689,645 - $770,718
6,128 Added 3.41%
185,962 $23.2 Million
Q3 2019

Nov 14, 2019
SELL
$116.8 - $128.57 $2.06 Million - $2.27 Million
-17,670 Reduced 8.95%
179,834 $21.3 Million
Q2 2019

Aug 13, 2019
SELL
$109.85 - $124.92 $79,970 - $90,941
-728 Reduced 0.37%
197,504 $24.4 Million
Q1 2019

May 14, 2019
SELL
$93.43 - $113.55 $333,638 - $405,487
-3,571 Reduced 1.77%
198,232 $21.7 Million
Q4 2018

Feb 14, 2019
SELL
$89.5 - $112.89 $762,092 - $961,258
-8,515 Reduced 4.05%
201,803 $19.2 Million
Q3 2018

Nov 14, 2018
SELL
$97.84 - $111.11 $63,204 - $71,777
-646 Reduced 0.31%
210,318 $22.4 Million
Q2 2018

Aug 14, 2018
SELL
$91.0 - $102.7 $639,821 - $722,083
-7,031 Reduced 3.23%
210,964 $20.7 Million
Q1 2018

May 15, 2018
BUY
$88.34 - $101.64 $264,843 - $304,716
2,998 Added 1.39%
217,995 $20.3 Million
Q4 2017

Feb 13, 2018
SELL
$90.54 - $99.7 $334,545 - $368,391
-3,695 Reduced 1.69%
214,997 $21.4 Million
Q3 2017

Nov 14, 2017
BUY
$84.25 - $90.46 $94,949 - $101,948
1,127 Added 0.52%
218,692 $19.8 Million
Q2 2017

Aug 14, 2017
BUY
N/A
217,565
217,565 $18.3 Million

Others Institutions Holding AXP

# of Institutions
2,939
Shares Held
589M
Call Options Held
10.8M
Put Options Held
6.14M
View Full List

About AMERICAN EXPRESS CO

AXP Quotes by TradingView
  • 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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