West Oak Capital, LLC American Express CO Transaction History

West Oak Capital, LLC

  • $5.38 Billion
  • Q3 2024

A detailed history of West Oak Capital, LLC transactions in American Express CO stock. As of the latest transaction made, West Oak Capital, LLC holds 14,282 shares of AXP stock, worth $4.12 Million. This represents 0.72% of its overall portfolio holdings.

Number of Shares
14,282
Previous 14,662 2.59%
Holding current value
$4.12 Million
Previous $3.39 Million 1041.22%
% of portfolio
0.72%
Previous 1.9%

Shares

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

Oct 17, 2024
SELL
$225.92 - $271.17 $85,849 - $103,044
-380 Reduced 2.59%
14,282 $38.7 Million
Q2 2024

Jul 24, 2024
BUY
$217.5 - $243.08 $257,737 - $288,049
1,185 Added 8.79%
14,662 $3.39 Million
Q1 2024

Apr 18, 2024
BUY
$179.79 - $229.12 $46,745 - $59,571
260 Added 1.97%
13,477 $3.07 Million
Q4 2023

Jan 17, 2024
BUY
$141.31 - $187.8 $17,381 - $23,099
123 Added 0.94%
13,217 $2.41 Million
Q3 2023

Oct 05, 2023
SELL
$149.19 - $178.04 $6,862 - $8,189
-46 Reduced 0.35%
13,094 $1.95 Million
Q2 2023

Jul 19, 2023
BUY
$147.93 - $175.14 $36,686 - $43,434
248 Added 1.92%
13,140 $2.29 Million
Q1 2023

Apr 21, 2023
SELL
$146.42 - $181.33 $196,934 - $243,888
-1,345 Reduced 9.45%
12,892 $2.13 Million
Q4 2022

Jan 05, 2023
SELL
$136.81 - $157.67 $97,819 - $112,734
-715 Reduced 4.78%
14,237 $2.1 Million
Q3 2022

Oct 28, 2022
SELL
$134.91 - $165.84 $10,792 - $13,267
-80 Reduced 0.53%
14,952 $2.02 Million
Q2 2022

Jul 11, 2022
SELL
$137.5 - $188.46 $95,287 - $130,602
-693 Reduced 4.41%
15,032 $2.08 Million
Q1 2022

Apr 20, 2022
SELL
$158.74 - $198.38 $80,957 - $101,173
-510 Reduced 3.14%
15,725 $2.94 Million
Q4 2021

Jan 12, 2022
SELL
$150.06 - $187.08 $71,278 - $88,863
-475 Reduced 2.84%
16,235 $2.66 Million
Q3 2021

Oct 07, 2021
SELL
$158.72 - $176.77 $118,246 - $131,693
-745 Reduced 4.27%
16,710 $2.8 Million
Q2 2021

Jul 20, 2021
SELL
$144.33 - $169.45 $64,226 - $75,405
-445 Reduced 2.49%
17,455 $2.88 Million
Q1 2021

Apr 13, 2021
SELL
$114.09 - $150.27 $7,986 - $10,518
-70 Reduced 0.39%
17,900 $2.53 Million
Q4 2020

Jan 08, 2021
BUY
$91.07 - $125.04 $71,489 - $98,156
785 Added 4.57%
17,970 $2.17 Million
Q3 2020

Oct 09, 2020
SELL
$90.57 - $107.27 $89,664 - $106,197
-990 Reduced 5.45%
17,185 $1.72 Million
Q2 2020

Jul 06, 2020
BUY
$73.6 - $113.67 $85,376 - $131,857
1,160 Added 6.82%
18,175 $1.73 Million
Q1 2020

Apr 07, 2020
BUY
$68.96 - $136.93 $34,480 - $68,465
500 Added 3.03%
17,015 $1.46 Million
Q4 2019

Jan 09, 2020
SELL
$112.54 - $125.77 $165,433 - $184,881
-1,470 Reduced 8.17%
16,515 $2.06 Million
Q3 2019

Oct 02, 2019
SELL
$116.8 - $128.57 $2,920 - $3,214
-25 Reduced 0.14%
17,985 $2.13 Million
Q2 2019

Jul 12, 2019
BUY
$109.85 - $124.92 $15,928 - $18,113
145 Added 0.81%
18,010 $2.22 Million
Q1 2019

Apr 03, 2019
BUY
$93.43 - $113.55 $36,904 - $44,852
395 Added 2.26%
17,865 $1.95 Million
Q4 2018

Jan 08, 2019
SELL
$89.5 - $112.89 $1,790 - $2,257
-20 Reduced 0.11%
17,470 $1.67 Billion
Q3 2018

Oct 04, 2018
BUY
$97.84 - $111.11 $7,338 - $8,333
75 Added 0.43%
17,490 $1.86 Billion
Q2 2018

Jul 06, 2018
BUY
$91.0 - $102.7 $10,920 - $12,324
120 Added 0.69%
17,415 $1.71 Billion
Q1 2018

Apr 05, 2018
SELL
$88.34 - $101.64 $44,170 - $50,820
-500 Reduced 2.81%
17,295 $1.61 Billion
Q4 2017

Jan 05, 2018
SELL
$90.54 - $99.7 $54,776 - $60,318
-605 Reduced 3.29%
17,795 $1.77 Billion
Q3 2017

Oct 10, 2017
BUY
$84.25 - $90.46 $1.55 Million - $1.66 Million
18,400
18,400 $1.66 Billion

Others Institutions Holding AXP

# of Institutions
2,684
Shares Held
574M
Call Options Held
8.72M
Put Options Held
7.77M
View Full List

About AMERICAN EXPRESS CO

AXP Quotes by TradingView
  • 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
Track This Portfolio

Track West Oak Capital, LLC Portfolio

Follow West Oak Capital, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of West Oak Capital, LLC, based on Form 13F filings with the SEC.

News

Stay updated on West Oak Capital, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email