A detailed history of Xcel Wealth Management, LLC transactions in American Express CO stock. As of the latest transaction made, Xcel Wealth Management, LLC holds 10,223 shares of AXP stock, worth $2.37 Million. This represents 0.74% of its overall portfolio holdings.

Number of Shares
10,223
Previous 11,773 13.17%
Holding current value
$2.37 Million
Previous $2.21 Million 5.53%
% of portfolio
0.74%
Previous 0.78%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 22, 2024

SELL
$179.79 - $229.12 $278,674 - $355,136
-1,550 Reduced 13.17%
10,223 $2.33 Million
Q4 2023

Jan 29, 2024

SELL
$141.31 - $187.8 $105,982 - $140,850
-750 Reduced 5.99%
11,773 $2.21 Million
Q3 2023

Oct 17, 2023

SELL
$149.19 - $178.04 $44,757 - $53,412
-300 Reduced 2.34%
12,523 $1.87 Million
Q2 2023

Jul 26, 2023

BUY
$147.93 - $175.14 $44,379 - $52,541
300 Added 2.4%
12,823 $2.23 Million
Q1 2023

Apr 25, 2023

BUY
$146.42 - $181.33 $1.83 Million - $2.27 Million
12,523 New
12,523 $2.07 Million
Q2 2022

Jul 26, 2022

SELL
$137.5 - $188.46 $341,000 - $467,380
-2,480 Closed
0 $0
Q4 2021

Feb 03, 2022

BUY
$150.06 - $187.08 $150 - $187
1 Added 0.04%
2,480 $406,000
Q2 2021

Jul 15, 2021

BUY
$144.33 - $169.45 $357,794 - $420,066
2,479 New
2,479 $410,000

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 $173B
  • 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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