Vista Wealth Management Group, LLC American Express CO Transaction History

Vista Wealth Management Group, LLC

$1.45 Billion
Q3 2024

A detailed history of Vista Wealth Management Group, LLC transactions in American Express CO stock. As of the latest transaction made, Vista Wealth Management Group, LLC holds 4,944 shares of AXP stock, worth $1.42 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

4,944

Previous 4,870 1.52%

Holding current value

$1.42 Million

Previous $1.13 Million 18.9%

% of portfolio

0.09%

Previous 0.09%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 06, 2024	BUY	$225.92 - $271.17 $16,718 - $20,066	74 Added 1.52%	4,944 $1.34 Million
Q2 2024 Jul 30, 2024	BUY	$217.5 - $243.08 $140,287 - $156,786	645 Added 15.27%	4,870 $1.13 Million
Q1 2024 Apr 29, 2024	BUY	$179.79 - $229.12 $1,078 - $1,374	6 Added 0.14%	4,225 $961,000
Q4 2023 Feb 12, 2024	SELL	$141.31 - $187.8 $15,544 - $20,658	-110 Reduced 2.54%	4,219 $790,000
Q3 2023 Nov 14, 2023	BUY	$149.19 - $178.04 $28,644 - $34,183	192 Added 4.64%	4,329 $645,000
Q2 2023 Aug 02, 2023	SELL	$147.93 - $175.14 $13,609 - $16,112	-92 Reduced 2.18%	4,137 $720,000
Q1 2023 May 04, 2023	BUY	$146.42 - $181.33 $732 - $906	5 Added 0.12%	4,229 $697,000
Q4 2022 Feb 07, 2023	BUY	$136.81 - $157.67 $275,398 - $317,389	2,013 Added 91.04%	4,224 $624,000
Q3 2022 Oct 25, 2022	BUY	$134.91 - $165.84 $4,991 - $6,136	37 Added 1.7%	2,211 $313,000
Q2 2022 Jul 14, 2022	BUY	$137.5 - $188.46 $12,237 - $16,772	89 Added 4.27%	2,174 $303,000
Q1 2022 May 04, 2022	SELL	$158.74 - $198.38 $4,127 - $5,157	-26 Reduced 1.23%	2,085 $390,000
Q4 2021 Jan 19, 2022	SELL	$150.06 - $187.08 $21,308 - $26,565	-142 Reduced 6.3%	2,111 $345,000
Q3 2021 Nov 02, 2021	BUY	$158.72 - $176.77 $4,920 - $5,479	31 Added 1.4%	2,253 $377,000
Q2 2021 Jul 27, 2021	SELL	$144.33 - $169.45 $3,608 - $4,236	-25 Reduced 1.11%	2,222 $367,000
Q1 2021 Apr 26, 2021	BUY	$114.09 - $150.27 $2,852 - $3,756	25 Added 1.13%	2,247 $318,000
Q4 2020 Jan 25, 2021	BUY	$91.07 - $125.04 $202,357 - $277,838	2,222 New	2,222 $269,000
Q1 2020 May 01, 2020	SELL	$68.96 - $136.93 $1.6 Million - $3.17 Million	-23,148 Closed	0 $0
Q4 2019 Feb 03, 2020	BUY	$112.54 - $125.77 $2.61 Million - $2.91 Million	23,148 New	23,148 $2.88 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...

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Vista Wealth Management Group, LLC American Express CO Transaction History