A detailed history of Wela Strategies, Inc. transactions in American Express CO stock. As of the latest transaction made, Wela Strategies, Inc. holds 1,764 shares of AXP stock, worth $445,374. This represents 0.19% of its overall portfolio holdings.

Number of Shares
1,764
Previous 1,765 0.06%
Holding current value
$445,374
Previous $401,000 1.75%
% of portfolio
0.19%
Previous 0.19%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 12, 2024

SELL
$217.5 - $243.08 $217 - $243
-1 Reduced 0.06%
1,764 $408,000
Q1 2024

Apr 15, 2024

SELL
$179.79 - $229.12 $84,141 - $107,228
-468 Reduced 20.96%
1,765 $401,000
Q4 2023

Jan 05, 2024

BUY
$141.31 - $187.8 $12,293 - $16,338
87 Added 4.05%
2,233 $418,000
Q3 2023

Oct 16, 2023

BUY
$149.19 - $178.04 $320,161 - $382,073
2,146 New
2,146 $320,000

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 $189B
  • 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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