Aries Wealth Management American Express CO Transaction History

Aries Wealth Management

$357 Million
Q4 2024

A detailed history of Aries Wealth Management transactions in American Express CO stock. As of the latest transaction made, Aries Wealth Management holds 2,073 shares of AXP stock, worth $635,167. This represents 0.17% of its overall portfolio holdings.

Number of Shares

2,073

Previous 3,653 43.25%

Holding current value

$635,167

Previous $990,000 37.88%

% of portfolio

0.17%

Previous 0.28%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	SELL	$267.35 - $305.57 $422,413 - $482,800	-1,580 Reduced 43.25%	2,073 $615,000
Q3 2024 Oct 31, 2024	SELL	$225.92 - $271.17 $8,133 - $9,762	-36 Reduced 0.98%	3,653 $990,000
Q2 2024 Jul 25, 2024	BUY	$217.5 - $243.08 $16,312 - $18,231	75 Added 2.08%	3,689 $854,000
Q1 2024 May 02, 2024	SELL	$179.79 - $229.12 $6,292 - $8,019	-35 Reduced 0.96%	3,614 $822,000
Q4 2023 Jan 10, 2024	SELL	$141.31 - $187.8 $58,078 - $77,185	-411 Reduced 10.12%	3,649 $683,000
Q3 2023 Oct 19, 2023	BUY	$149.19 - $178.04 $59,079 - $70,503	396 Added 10.81%	4,060 $605,000
Q4 2022 Jan 18, 2023	SELL	$136.81 - $157.67 $8,345 - $9,617	-61 Reduced 1.64%	3,664 $0
Q3 2022 Nov 02, 2022	SELL	$134.91 - $165.84 $4,182 - $5,141	-31 Reduced 0.83%	3,725 $553,000
Q2 2022 Jul 27, 2022	BUY	$137.5 - $188.46 $516,450 - $707,855	3,756 New	3,756 $521,000
Q1 2022 Apr 25, 2022	SELL	$158.74 - $198.38 $616,863 - $770,904	-3,886 Closed	0 $0
Q4 2021 Jun 06, 2022	SELL	$150.06 - $187.08 $1.17 Million - $1.45 Million	-7,772 Reduced 66.67%	3,886 $636,000
Q4 2021 Jan 18, 2022	BUY	$150.06 - $187.08 $1.18 Million - $1.47 Million	7,872 Added 207.92%	11,658 $1.91 Million
Q3 2021 Oct 13, 2021	BUY	$158.72 - $176.77 $20,633 - $22,980	130 Added 3.56%	3,786 $634,000
Q2 2021 Jul 14, 2021	BUY	$144.33 - $169.45 $20,927 - $24,570	145 Added 4.13%	3,656 $604,000
Q1 2021 Apr 20, 2021	BUY	$114.09 - $150.27 $8,442 - $11,119	74 Added 2.15%	3,511 $518,000
Q3 2020 Oct 14, 2020	SELL	$90.57 - $107.27 $6,158 - $7,294	-68 Reduced 1.94%	3,437 $345,000
Q2 2020 Jul 09, 2020	BUY	$73.6 - $113.67 $12,879 - $19,892	175 Added 5.26%	3,505 $334,000
Q1 2020 Apr 09, 2020	BUY	$68.96 - $136.93 $3,103 - $6,161	45 Added 1.37%	3,330 $255,000
Q3 2019 Oct 22, 2019	SELL	$116.8 - $128.57 $12,497 - $13,756	-107 Reduced 3.15%	3,285 $382,000
Q2 2019 Jul 15, 2019	SELL	$109.85 - $124.92 $10,985 - $12,492	-100 Reduced 2.86%	3,392 $425,000
Q2 2018 Aug 07, 2018	SELL	$91.0 - $102.7 $13,650 - $15,405	-150 Reduced 4.12%	3,492 $348,000
Q1 2018 Apr 17, 2018	BUY	$88.34 - $101.64 $20,318 - $23,377	230 Added 6.74%	3,642 $339,000
Q4 2017 Feb 05, 2018	BUY	$90.54 - $99.7 $308,922 - $340,176	3,412	3,412 $334,000

Others Institutions Holding AXP

# of Institutions

2,828

Shares Held

575M

Call Options Held

9.98M

Put Options Held

8.3M

View Full List

About AMERICAN EXPRESS CO

Ticker AXP
Exchange NYSE
Sector Financial Services
Industry Credit Services
Shares Outstandng 747,233,024
Market Cap $229B
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

Portfolio Update

Get notified when there are updates to the investment portfolio of Aries Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Aries Wealth Management with notifications on news.

Account

Aries Wealth Management American Express CO Transaction History