York Bridge Wealth Partners, LLC American Express CO Transaction History

York Bridge Wealth Partners, LLC

$394 Million
Q4 2022

A detailed history of York Bridge Wealth Partners, LLC transactions in American Express CO stock. As of the latest transaction made, York Bridge Wealth Partners, LLC holds 4,312 shares of AXP stock, worth $998,443. This represents 0.16% of its overall portfolio holdings.

Number of Shares

4,312

Previous 4,312 -0.0%

Holding current value

$998,443

Previous $582,000 9.45%

% of portfolio

0.16%

Previous 0.15%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 15, 2022	SELL	$137.5 - $188.46 $1,375 - $1,884	-10 Reduced 0.23%	4,312 $598,000
Q4 2021 Jan 19, 2022	SELL	$150.06 - $187.08 $30,012 - $37,416	-200 Reduced 4.42%	4,322 $707,000
Q3 2021 Oct 22, 2021	SELL	$158.72 - $176.77 $21,585 - $24,040	-136 Reduced 2.92%	4,522 $758,000
Q2 2021 Jul 22, 2021	SELL	$144.33 - $169.45 $14,288 - $16,775	-99 Reduced 2.08%	4,658 $770,000
Q1 2021 Apr 15, 2021	SELL	$114.09 - $150.27 $8,899 - $11,721	-78 Reduced 1.61%	4,757 $673,000

Q4 2020 Jan 19, 2021	SELL	$91.07 - $125.04 $54,186 - $74,398	-595 Reduced 10.96%	4,835 $585,000
Q3 2020 Oct 19, 2020	SELL	$90.57 - $107.27 $31,880 - $37,759	-352 Reduced 6.09%	5,430 $544,000
Q2 2020 Jul 20, 2020	BUY	$73.6 - $113.67 $34,371 - $53,083	467 Added 8.79%	5,782 $550,000
Q1 2020 Apr 16, 2020	SELL	$68.96 - $136.93 $12,619 - $25,058	-183 Reduced 3.33%	5,315 $455,000
Q4 2019 Jan 17, 2020	SELL	$112.54 - $125.77 $4,951 - $5,533	-44 Reduced 0.79%	5,498 $684,000
Q3 2019 Oct 21, 2019	SELL	$116.8 - $128.57 $22,659 - $24,942	-194 Reduced 3.38%	5,542 $656,000
Q2 2019 Jul 18, 2019	SELL	$109.85 - $124.92 $33,723 - $38,350	-307 Reduced 5.08%	5,736 $708,000
Q1 2019 May 09, 2019	SELL	$93.43 - $113.55 $514,705 - $625,546	-5,509 Reduced 47.69%	6,043 $660,000
Q4 2018 Feb 14, 2019	SELL	$89.5 - $112.89 $33,473 - $42,220	-374 Reduced 3.14%	11,552 $1.1 Million
Q3 2018 Nov 14, 2018	SELL	$97.84 - $111.11 $25,047 - $28,444	-256 Reduced 2.1%	11,926 $1.29 Million
Q2 2018 Aug 10, 2018	SELL	$91.0 - $102.7 $21,203 - $23,929	-233 Reduced 1.88%	12,182 $1.19 Million
Q1 2018 May 15, 2018	BUY	$88.34 - $101.64 $10,424 - $11,993	118 Added 0.96%	12,415 $1.16 Million
Q4 2017 Feb 12, 2018	SELL	$90.54 - $99.7 $23,993 - $26,420	-265 Reduced 2.11%	12,297 $1.13 Million
Q3 2017 Oct 27, 2017	SELL	$84.25 - $90.46 $4,718 - $5,065	-56 Reduced 0.44%	12,562 $1.14 Million
Q2 2017 Aug 14, 2017	BUY	N/A	12,618	12,618 $1.07 Million

Others Institutions Holding AXP

# of Institutions

2,498

Shares Held

590M

Call Options Held

8.48M

Put Options Held

8.94M

View Full List

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...

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York Bridge Wealth Partners, LLC American Express CO Transaction History