A detailed history of Bogart Wealth, LLC transactions in American Express CO stock. As of the latest transaction made, Bogart Wealth, LLC holds 636 shares of AXP stock, worth $193,000. This represents 0.01% of its overall portfolio holdings.

Number of Shares
636
Previous 636 -0.0%
Holding current value
$193,000
Previous $147,000 17.01%
% of portfolio
0.01%
Previous 0.01%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 31, 2024

BUY
$217.5 - $243.08 $33,277 - $37,191
153 Added 31.68%
636 $147,000
Q4 2023

Feb 06, 2024

BUY
$141.31 - $187.8 $1,695 - $2,253
12 Added 2.55%
483 $90,000
Q3 2023

Oct 30, 2023

BUY
$149.19 - $178.04 $149 - $178
1 Added 0.21%
471 $70,000
Q2 2023

Jul 28, 2023

BUY
$147.93 - $175.14 $2,218 - $2,627
15 Added 3.3%
470 $81,000
Q1 2023

Apr 21, 2023

BUY
$146.42 - $181.33 $26,648 - $33,002
182 Added 66.67%
455 $75,000
Q3 2022

Nov 03, 2022

SELL
$134.91 - $165.84 $2,563 - $3,150
-19 Reduced 6.51%
273 $37,000
Q2 2022

Jul 22, 2022

SELL
$137.5 - $188.46 $20,900 - $28,645
-152 Reduced 34.23%
292 $41,000
Q1 2022

Apr 22, 2022

SELL
$158.74 - $198.38 $50,796 - $63,481
-320 Reduced 41.88%
444 $83,000
Q4 2021

Jan 19, 2022

SELL
$150.06 - $187.08 $1,350 - $1,683
-9 Reduced 1.16%
764 $125,000
Q2 2021

Aug 06, 2021

BUY
$144.33 - $169.45 $86,598 - $101,670
600 Added 346.82%
773 $128,000
Q1 2021

Apr 16, 2021

BUY
$114.09 - $150.27 $3,536 - $4,658
31 Added 21.83%
173 $24,000
Q1 2020

Apr 20, 2020

BUY
$68.96 - $136.93 $620 - $1,232
9 Added 6.77%
142 $12,000
Q4 2019

Feb 10, 2020

SELL
$112.54 - $125.77 $900 - $1,006
-8 Reduced 5.67%
133 $17,000
Q1 2018

Apr 13, 2018

SELL
$88.34 - $101.64 $1,413 - $1,626
-16 Reduced 10.19%
141 $13,000
Q3 2017

Oct 12, 2017

BUY
$84.25 - $90.46 $13,227 - $14,202
157
157 $14,000

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
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