A detailed history of Arete Wealth Advisors, LLC transactions in American Express CO stock. As of the latest transaction made, Arete Wealth Advisors, LLC holds 12,002 shares of AXP stock, worth $3.64 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares
12,002
Previous 12,002 -0.0%
Holding current value
$3.64 Million
Previous $3.2 Million -0.0%
% of portfolio
0.27%
Previous 0.27%

Shares

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

Nov 14, 2024

BUY
$225.92 - $271.17 $312,447 - $375,028
1,383 Added 13.02%
12,002 $3.2 Million
Q2 2024

Aug 13, 2024

SELL
$217.5 - $243.08 $22,620 - $25,280
-104 Reduced 0.97%
10,619 $2.43 Million
Q1 2024

May 15, 2024

BUY
$179.79 - $229.12 $174,755 - $222,704
972 Added 9.97%
10,723 $2.44 Million
Q4 2023

Feb 14, 2024

BUY
$141.31 - $187.8 $304,946 - $405,272
2,158 Added 28.42%
9,751 $1.83 Million
Q3 2023

Oct 30, 2023

BUY
$149.19 - $178.04 $153,367 - $183,025
1,028 Added 15.66%
7,593 $1.13 Million
Q2 2023

Aug 09, 2023

SELL
$147.93 - $175.14 $319,972 - $378,827
-2,163 Reduced 24.78%
6,565 $1.15 Million
Q1 2023

May 01, 2023

SELL
$146.42 - $181.33 $74,967 - $92,840
-512 Reduced 5.54%
8,728 $1.44 Million
Q4 2022

Feb 06, 2023

SELL
$136.81 - $157.67 $63,753 - $73,474
-466 Reduced 4.8%
9,240 $1.37 Million
Q3 2022

Nov 07, 2022

BUY
$134.91 - $165.84 $25,497 - $31,343
189 Added 1.99%
9,706 $1.31 Million
Q2 2022

Aug 15, 2022

BUY
$137.5 - $188.46 $1.31 Million - $1.79 Million
9,517 New
9,517 $1.32 Million
Q1 2022

May 06, 2022

SELL
$158.74 - $198.38 $1.2 Million - $1.5 Million
-7,538 Closed
0 $0
Q4 2021

Feb 07, 2022

BUY
$150.06 - $187.08 $16,656 - $20,765
111 Added 1.49%
7,538 $1.26 Million
Q3 2021

Nov 15, 2021

BUY
$158.72 - $176.77 $42,219 - $47,020
266 Added 3.71%
7,427 $1.24 Million
Q2 2021

Aug 09, 2021

SELL
$144.33 - $169.45 $1,298 - $1,525
-9 Reduced 0.13%
7,161 $1.1 Million
Q1 2021

May 10, 2021

BUY
$114.09 - $150.27 $81,346 - $107,142
713 Added 11.04%
7,170 $1.01 Million
Q4 2020

Feb 08, 2021

SELL
$91.07 - $125.04 $73,402 - $100,782
-806 Reduced 11.1%
6,457 $779,000
Q3 2020

Nov 09, 2020

BUY
$90.57 - $107.27 $4,075 - $4,827
45 Added 0.62%
7,263 $738,000
Q2 2020

Aug 11, 2020

BUY
$73.6 - $113.67 $1,398 - $2,159
19 Added 0.26%
7,218 $687,000
Q1 2020

May 14, 2020

SELL
$68.96 - $136.93 $279,081 - $554,155
-4,047 Reduced 35.99%
7,199 $616,000
Q4 2019

Feb 14, 2020

SELL
$112.54 - $125.77 $2,363 - $2,641
-21 Reduced 0.19%
11,246 $1.4 Million
Q3 2019

Nov 13, 2019

SELL
$116.8 - $128.57 $10,278 - $11,314
-88 Reduced 0.77%
11,267 $1.33 Million
Q2 2019

Aug 14, 2019

BUY
$109.85 - $124.92 $299,670 - $340,781
2,728 Added 31.62%
11,355 $1.4 Million
Q1 2019

May 15, 2019

BUY
$93.43 - $113.55 $74,370 - $90,385
796 Added 10.16%
8,627 $943,000
Q4 2018

Feb 14, 2019

SELL
$89.5 - $112.89 $15,394 - $19,417
-172 Reduced 2.15%
7,831 $746,000
Q3 2018

Nov 14, 2018

BUY
$97.84 - $111.11 $97 - $111
1 Added 0.01%
8,003 $852,000
Q2 2018

Aug 14, 2018

BUY
$91.0 - $102.7 $215,033 - $242,680
2,363 Added 41.9%
8,002 $784,000
Q1 2018

May 15, 2018

SELL
$88.34 - $101.64 $11,660 - $13,416
-132 Reduced 2.29%
5,639 $526,000
Q4 2017

Feb 14, 2018

SELL
$90.54 - $99.7 $130,739 - $143,966
-1,444 Reduced 20.01%
5,771 $573,000
Q3 2017

Nov 15, 2017

BUY
$84.25 - $90.46 $607,863 - $652,668
7,215
7,215 $653,000

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 $227B
  • 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 Arete Wealth Advisors, LLC Portfolio

Follow Arete Wealth Advisors, 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 Arete Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Arete Wealth Advisors, LLC with notifications on news.