A detailed history of Wealthcare Advisory Partners LLC transactions in American Express CO stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 4,798 shares of AXP stock, worth $1.38 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
4,798
Previous 4,363 9.97%
Holding current value
$1.38 Million
Previous $1.01 Million 28.81%
% of portfolio
0.04%
Previous 0.03%

Shares

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

Nov 04, 2024

BUY
$225.92 - $271.17 $98,275 - $117,958
435 Added 9.97%
4,798 $1.3 Million
Q2 2024

Aug 09, 2024

SELL
$217.5 - $243.08 $40,672 - $45,455
-187 Reduced 4.11%
4,363 $1.01 Million
Q1 2024

Apr 15, 2024

BUY
$179.79 - $229.12 $47,824 - $60,945
266 Added 6.21%
4,550 $1.04 Million
Q4 2023

Feb 06, 2024

SELL
$141.31 - $187.8 $3,674 - $4,882
-26 Reduced 0.6%
4,284 $802,000
Q3 2023

Oct 12, 2023

BUY
$149.19 - $178.04 $152,770 - $182,312
1,024 Added 31.16%
4,310 $643,000
Q2 2023

Jul 17, 2023

BUY
$147.93 - $175.14 $87,278 - $103,332
590 Added 21.88%
3,286 $572,000
Q1 2023

May 04, 2023

BUY
$146.42 - $181.33 $58,128 - $71,988
397 Added 17.27%
2,696 $444,000
Q4 2022

Feb 13, 2023

BUY
$136.81 - $157.67 $49,798 - $57,391
364 Added 18.81%
2,299 $339,000
Q3 2022

Nov 14, 2022

BUY
$134.91 - $165.84 $41,552 - $51,078
308 Added 18.93%
1,935 $261,000
Q2 2022

Aug 15, 2022

SELL
$137.5 - $188.46 $5,912 - $8,103
-43 Reduced 2.57%
1,627 $226,000
Q1 2022

Apr 15, 2022

BUY
$158.74 - $198.38 $8,254 - $10,315
52 Added 3.21%
1,670 $312,000
Q4 2021

Feb 11, 2022

SELL
$150.06 - $187.08 $7,052 - $8,792
-47 Reduced 2.82%
1,618 $264,000
Q3 2021

Nov 15, 2021

BUY
$158.72 - $176.77 $40,791 - $45,429
257 Added 18.25%
1,665 $279,000
Q2 2021

Aug 16, 2021

SELL
$144.33 - $169.45 $82,989 - $97,433
-575 Reduced 29.0%
1,408 $233,000
Q1 2021

Apr 30, 2021

BUY
$114.09 - $150.27 $226,240 - $297,985
1,983 New
1,983 $280,000
Q2 2020

Jul 29, 2020

SELL
$73.6 - $113.67 $126,812 - $195,853
-1,723 Closed
0 $0
Q1 2020

Apr 29, 2020

BUY
$68.96 - $136.93 $1,999 - $3,970
29 Added 1.71%
1,723 $148,000
Q4 2019

Jan 29, 2020

BUY
$112.54 - $125.77 $225 - $251
2 Added 0.12%
1,694 $211,000
Q3 2019

Oct 17, 2019

BUY
$116.8 - $128.57 $12,147 - $13,371
104 Added 6.55%
1,692 $200,000
Q2 2019

Jul 30, 2019

BUY
$109.85 - $124.92 $5,712 - $6,495
52 Added 3.39%
1,588 $196,000
Q1 2019

May 13, 2019

BUY
$93.43 - $113.55 $93 - $113
1 Added 0.07%
1,536 $168,000
Q4 2018

Feb 14, 2019

SELL
$89.5 - $112.89 $6,712 - $8,466
-75 Reduced 4.66%
1,535 $146,000
Q3 2018

Nov 14, 2018

BUY
$97.84 - $111.11 $72,890 - $82,776
745 Added 86.13%
1,610 $171,000
Q2 2018

Aug 14, 2018

BUY
$91.0 - $102.7 $45,773 - $51,658
503 Added 138.95%
865 $85,000
Q1 2018

May 15, 2018

SELL
$88.34 - $101.64 $883 - $1,016
-10 Reduced 2.69%
362 $34,000
Q4 2017

Feb 14, 2018

BUY
$90.54 - $99.7 $21,548 - $23,728
238 Added 177.61%
372 $37,000
Q3 2017

Nov 15, 2017

BUY
$84.25 - $90.46 $11,205 - $12,031
133 Added 13300.0%
134 $12,000
Q2 2017

Aug 29, 2017

BUY
N/A
1
1 $0

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 $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...
More about AXP
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