A detailed history of Wetherby Asset Management Inc transactions in American Express CO stock. As of the latest transaction made, Wetherby Asset Management Inc holds 23,387 shares of AXP stock, worth $7.41 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares
23,387
Previous 24,055 2.78%
Holding current value
$7.41 Million
Previous $5.57 Million 13.86%
% of portfolio
0.3%
Previous 0.27%

Shares

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

Nov 14, 2024

SELL
$225.92 - $271.17 $150,914 - $181,141
-668 Reduced 2.78%
23,387 $6.34 Million
Q2 2024

Aug 14, 2024

SELL
$217.5 - $243.08 $186,832 - $208,805
-859 Reduced 3.45%
24,055 $5.57 Million
Q1 2024

May 15, 2024

BUY
$179.79 - $229.12 $33,620 - $42,845
187 Added 0.76%
24,914 $5.67 Million
Q4 2023

Feb 14, 2024

BUY
$141.31 - $187.8 $92,981 - $123,572
658 Added 2.73%
24,727 $4.63 Million
Q3 2023

Nov 14, 2023

SELL
$149.19 - $178.04 $34,761 - $41,483
-233 Reduced 0.96%
24,069 $3.59 Million
Q2 2023

Aug 14, 2023

SELL
$147.93 - $175.14 $202,959 - $240,292
-1,372 Reduced 5.34%
24,302 $4.23 Million
Q1 2023

May 12, 2023

BUY
$146.42 - $181.33 $201,034 - $248,966
1,373 Added 5.65%
25,674 $4.23 Million
Q4 2022

Feb 14, 2023

BUY
$136.81 - $157.67 $26,814 - $30,903
196 Added 0.81%
24,301 $3.59 Million
Q3 2022

Nov 14, 2022

BUY
$134.91 - $165.84 $180,374 - $221,728
1,337 Added 5.87%
24,105 $3.25 Million
Q2 2022

Aug 15, 2022

BUY
$137.5 - $188.46 $209,275 - $286,836
1,522 Added 7.16%
22,768 $3.16 Million
Q1 2022

May 16, 2022

BUY
$158.74 - $198.38 $161,279 - $201,554
1,016 Added 5.02%
21,246 $3.97 Million
Q4 2021

Feb 14, 2022

BUY
$150.06 - $187.08 $17,406 - $21,701
116 Added 0.58%
20,230 $3.31 Million
Q3 2021

Nov 15, 2021

BUY
$158.72 - $176.77 $12,856 - $14,318
81 Added 0.4%
20,114 $3.37 Million
Q2 2021

Aug 16, 2021

BUY
$144.33 - $169.45 $138,989 - $163,180
963 Added 5.05%
20,033 $3.31 Million
Q1 2021

May 14, 2021

SELL
$114.09 - $150.27 $66,970 - $88,208
-587 Reduced 2.99%
19,070 $2.7 Million
Q4 2020

Feb 11, 2021

BUY
$91.07 - $125.04 $42,802 - $58,768
470 Added 2.45%
19,657 $2.38 Million
Q3 2020

Dec 16, 2020

SELL
$90.57 - $107.27 $76,531 - $90,643
-845 Reduced 4.22%
19,187 $1.92 Million
Q3 2020

Nov 13, 2020

BUY
$90.57 - $107.27 $62,312 - $73,801
688 Added 3.56%
20,032 $2.01 Million
Q2 2020

Aug 14, 2020

BUY
$73.6 - $113.67 $114,374 - $176,643
1,554 Added 8.74%
19,344 $1.84 Million
Q1 2020

May 06, 2020

SELL
$68.96 - $136.93 $15,860 - $31,493
-230 Reduced 1.28%
17,790 $1.52 Million
Q4 2019

Jan 28, 2020

SELL
$112.54 - $125.77 $31,623 - $35,341
-281 Reduced 1.54%
18,020 $2.24 Million
Q3 2019

Oct 31, 2019

SELL
$116.8 - $128.57 $26,046 - $28,671
-223 Reduced 1.2%
18,301 $2.17 Million
Q2 2019

Jul 25, 2019

BUY
$109.85 - $124.92 $55,913 - $63,584
509 Added 2.83%
18,524 $2.29 Million
Q1 2019

May 09, 2019

SELL
$93.43 - $113.55 $2,989 - $3,633
-32 Reduced 0.18%
18,015 $1.97 Million
Q4 2018

Jan 30, 2019

SELL
$89.5 - $112.89 $10,471 - $13,208
-117 Reduced 0.64%
18,047 $1.72 Million
Q3 2018

Nov 07, 2018

BUY
$97.84 - $111.11 $10,175 - $11,555
104 Added 0.58%
18,164 $1.93 Million
Q2 2018

Jul 24, 2018

SELL
$91.0 - $102.7 $33,488 - $37,793
-368 Reduced 2.0%
18,060 $1.77 Million
Q1 2018

May 04, 2018

BUY
$88.34 - $101.64 $35,777 - $41,164
405 Added 2.25%
18,428 $1.72 Million
Q4 2017

Feb 09, 2018

BUY
$90.54 - $99.7 $4,617 - $5,084
51 Added 0.28%
18,023 $1.79 Million
Q3 2017

Nov 13, 2017

BUY
$84.25 - $90.46 $1.51 Million - $1.63 Million
17,972
17,972 $1.63 Million

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 $237B
  • 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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