Avantax Planning Partners, Inc. American Express CO Transaction History

Avantax Planning Partners, Inc.

$2.78 Billion
Q3 2024

A detailed history of Avantax Planning Partners, Inc. transactions in American Express CO stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 2,721 shares of AXP stock, worth $825,714. This represents 0.03% of its overall portfolio holdings.

Number of Shares

2,721

Previous 4,149 34.42%

Holding current value

$825,714

Previous $960,000 23.23%

% of portfolio

0.03%

Previous 0.03%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$225.92 - $271.17 $322,613 - $387,230	-1,428 Reduced 34.42%	2,721 $737,000
Q2 2024 Aug 09, 2024	SELL	$217.5 - $243.08 $51,982 - $58,096	-239 Reduced 5.45%	4,149 $960,000
Q1 2024 May 02, 2024	BUY	$179.79 - $229.12 $91,333 - $116,392	508 Added 13.09%	4,388 $999,000
Q4 2023 Feb 09, 2024	BUY	$141.31 - $187.8 $241,640 - $321,138	1,710 Added 78.8%	3,880 $726,000
Q3 2023 Nov 03, 2023	BUY	$149.19 - $178.04 $895 - $1,068	6 Added 0.28%	2,170 $323,000
Q2 2023 Jul 17, 2023	BUY	$147.93 - $175.14 $7,692 - $9,107	52 Added 2.46%	2,164 $376,000
Q1 2023 Apr 20, 2023	SELL	$146.42 - $181.33 $8,199 - $10,154	-56 Reduced 2.58%	2,112 $348,000
Q4 2022 Feb 09, 2023	BUY	$136.81 - $157.67 $20,658 - $23,808	151 Added 7.49%	2,168 $320,000
Q3 2022 Oct 14, 2022	SELL	$134.91 - $165.84 $45,329 - $55,722	-336 Reduced 14.28%	2,017 $272,000
Q2 2022 Jul 18, 2022	BUY	$137.5 - $188.46 $825 - $1,130	6 Added 0.26%	2,353 $326,000
Q1 2022 May 09, 2022	BUY	$158.74 - $198.38 $1,111 - $1,388	7 Added 0.3%	2,347 $439,000
Q4 2021 Jan 28, 2022	BUY	$150.06 - $187.08 $115,696 - $144,238	771 Added 49.14%	2,340 $383,000
Q3 2021 Oct 27, 2021	SELL	$158.72 - $176.77 $6,983 - $7,777	-44 Reduced 2.73%	1,569 $263,000
Q2 2021 Aug 10, 2021	BUY	$144.33 - $169.45 $232,804 - $273,322	1,613 New	1,613 $267,000
Q1 2020 Apr 27, 2020	SELL	$68.96 - $136.93 $119,507 - $237,299	-1,733 Closed	0 $0
Q4 2019 Jan 15, 2020	SELL	$112.54 - $125.77 $26,446 - $29,555	-235 Reduced 11.94%	1,733 $216,000
Q3 2019 Nov 08, 2019	BUY	$116.8 - $128.57 $10,278 - $11,314	88 Added 4.68%	1,968 $233,000
Q2 2019 Aug 07, 2019	SELL	$109.85 - $124.92 $5,822 - $6,620	-53 Reduced 2.74%	1,880 $235,000
Q1 2019 May 08, 2019	BUY	$93.43 - $113.55 $180,600 - $219,492	1,933 New	1,933 $211,000
Q4 2018 Feb 14, 2019	SELL	$89.5 - $112.89 $148,659 - $187,510	-1,661 Closed	0 $0
Q3 2018 Nov 13, 2018	BUY	$97.84 - $111.11 $162,512 - $184,553	1,661 New	1,661 $177,000
Q2 2018 Aug 13, 2018	SELL	$91.0 - $102.7 $158,340 - $178,698	-1,740 Closed	0 $0
Q1 2018 May 15, 2018	SELL	$88.34 - $101.64 $31,979 - $36,793	-362 Reduced 17.22%	1,740 $162,000
Q4 2017 Feb 09, 2018	SELL	$90.54 - $99.7 $76,959 - $84,745	-850 Reduced 28.79%	2,102 $209,000
Q3 2017 Oct 19, 2017	BUY	$84.25 - $90.46 $248,706 - $267,037	2,952	2,952 $267,000

Others Institutions Holding AXP

# of Institutions

2,694

Shares Held

572M

Call Options Held

9.43M

Put Options Held

8.32M

View Full List

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...

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Avantax Planning Partners, Inc. American Express CO Transaction History