A detailed history of Wealth Quarterback LLC transactions in American Express CO stock. As of the latest transaction made, Wealth Quarterback LLC holds 1,218 shares of AXP stock, worth $415,642. This represents 0.17% of its overall portfolio holdings.

Number of Shares
1,218
Previous 1,202 1.33%
Holding current value
$415,642
Previous $383,000 5.48%
% of portfolio
0.17%
Previous 0.19%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025

BUY
$294.27 - $342.31 $4,708 - $5,476
16 Added 1.33%
1,218 $404,000
Q2 2025

Aug 07, 2025

BUY
$231.39 - $318.98 $278,130 - $383,413
1,202 New
1,202 $383,000
Q2 2022

Aug 15, 2022

SELL
$137.5 - $188.46 $74,800 - $102,522
-544 Closed
0 $0
Q3 2021

Nov 17, 2021

BUY
$158.72 - $176.77 $158 - $176
1 Added 0.18%
544 $92,000
Q2 2021

Aug 11, 2021

BUY
$144.33 - $169.45 $78,371 - $92,011
543 New
543 $90,000
Q2 2020

Aug 17, 2020

SELL
$73.6 - $113.67 $53,065 - $81,956
-721 Closed
0 $0
Q1 2020

May 14, 2020

SELL
$68.96 - $136.93 $16,964 - $33,684
-246 Reduced 25.44%
721 $61,000
Q4 2019

Feb 27, 2020

SELL
$112.54 - $125.77 $2.91 Billion - $3.25 Billion
-25,815,142 Reduced 100.0%
967 $120,000
Q4 2019

Feb 18, 2020

BUY
$112.54 - $125.77 $2.91 Billion - $3.25 Billion
25,816,109 New
25,816,109 $3.21 Billion

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 $255B
  • 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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