Wealthspire Advisors, LLC American Express CO Transaction History

Wealthspire Advisors, LLC

$7.78 Billion
Q2 2024

A detailed history of Wealthspire Advisors, LLC transactions in American Express CO stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 5,470 shares of AXP stock, worth $1.57 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

5,470

Previous 5,795 5.61%

Holding current value

$1.57 Million

Previous $1.32 Million 4.02%

% of portfolio

0.02%

Previous 0.02%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 08, 2024	SELL	$217.5 - $243.08 $70,687 - $79,001	-325 Reduced 5.61%	5,470 $1.27 Million
Q1 2024 May 06, 2024	SELL	$179.79 - $229.12 $100,143 - $127,619	-557 Reduced 8.77%	5,795 $1.32 Million
Q4 2023 Feb 06, 2024	BUY	$141.31 - $187.8 $88,318 - $117,375	625 Added 10.91%	6,352 $1.19 Million
Q3 2023 Nov 06, 2023	BUY	$149.19 - $178.04 $97,570 - $116,438	654 Added 12.89%	5,727 $854,000
Q2 2023 Jul 31, 2023	SELL	$147.93 - $175.14 $739 - $875	-5 Reduced 0.1%	5,073 $883,000
Q1 2023 May 09, 2023	SELL	$146.42 - $181.33 $258,870 - $320,591	-1,768 Reduced 25.83%	5,078 $837,000
Q4 2022 Feb 13, 2023	BUY	$136.81 - $157.67 $238,870 - $275,291	1,746 Added 34.24%	6,846 $1.01 Million
Q3 2022 Nov 14, 2022	BUY	$134.91 - $165.84 $149,480 - $183,750	1,108 Added 27.76%	5,100 $688,000
Q2 2022 Aug 09, 2022	BUY	$137.5 - $188.46 $89,237 - $122,310	649 Added 19.41%	3,992 $553,000
Q1 2022 May 09, 2022	SELL	$158.74 - $198.38 $570,035 - $712,382	-3,591 Reduced 51.79%	3,343 $625,000
Q4 2021 Feb 14, 2022	SELL	$150.06 - $187.08 $132,052 - $164,630	-880 Reduced 11.26%	6,934 $1.13 Million
Q3 2021 Nov 15, 2021	BUY	$158.72 - $176.77 $831,216 - $925,744	5,237 Added 203.22%	7,814 $1.31 Million
Q2 2021 Aug 13, 2021	SELL	$144.33 - $169.45 $1.67 Million - $1.96 Million	-11,548 Reduced 81.76%	2,577 $426,000
Q1 2021 May 17, 2021	BUY	$114.09 - $150.27 $622,817 - $820,323	5,459 Added 62.99%	14,125 $2 Million
Q4 2020 Feb 16, 2021	BUY	$91.07 - $125.04 $329,309 - $452,144	3,616 Added 71.6%	8,666 $1.05 Million
Q3 2020 Nov 16, 2020	BUY	$90.57 - $107.27 $106,419 - $126,042	1,175 Added 30.32%	5,050 $506,000
Q2 2020 Aug 14, 2020	SELL	$73.6 - $113.67 $479,135 - $739,991	-6,510 Reduced 62.69%	3,875 $369,000
Q1 2020 May 12, 2020	BUY	$68.96 - $136.93 $566,851 - $1.13 Million	8,220 Added 379.68%	10,385 $889,000
Q4 2019 Feb 14, 2020	BUY	$112.54 - $125.77 $243,649 - $272,292	2,165 New	2,165 $270,000
Q1 2019 May 08, 2019	SELL	$93.43 - $113.55 $73,903 - $89,818	-791 Closed	0 $0
Q4 2018 Feb 14, 2019	BUY	$89.5 - $112.89 $70,794 - $89,295	791 New	791 $75,000

Others Institutions Holding AXP

# of Institutions

2,659

Shares Held

596M

Call Options Held

9.09M

Put Options Held

7.91M

View Full List

About AMERICAN EXPRESS CO

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...

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Wealthspire Advisors, LLC American Express CO Transaction History