A detailed history of Congress Wealth Management LLC transactions in American Express CO stock. As of the latest transaction made, Congress Wealth Management LLC holds 69,557 shares of AXP stock, worth $21.1 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares
69,557
Previous 44,651 55.78%
Holding current value
$21.1 Million
Previous $10.3 Million 82.44%
% of portfolio
0.26%
Previous 0.17%

Shares

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

Nov 12, 2024

BUY
$225.92 - $271.17 $5.63 Million - $6.75 Million
24,906 Added 55.78%
69,557 $18.9 Million
Q2 2024

Aug 13, 2024

BUY
$217.5 - $243.08 $8.96 Million - $10 Million
41,173 Added 1183.81%
44,651 $10.3 Million
Q1 2024

Apr 18, 2024

SELL
$179.79 - $229.12 $1.18 Million - $1.5 Million
-6,568 Reduced 65.38%
3,478 $791,000
Q4 2023

Feb 09, 2024

BUY
$141.31 - $187.8 $940,276 - $1.25 Million
6,654 Added 196.17%
10,046 $1.88 Million
Q3 2023

Oct 30, 2023

BUY
$149.19 - $178.04 $11,636 - $13,887
78 Added 2.35%
3,392 $506,000
Q2 2023

Jul 13, 2023

BUY
$147.93 - $175.14 $5,769 - $6,830
39 Added 1.19%
3,314 $577,000
Q1 2023

Apr 14, 2023

SELL
$146.42 - $181.33 $67,060 - $83,049
-458 Reduced 12.27%
3,275 $540,000
Q4 2022

Feb 02, 2023

BUY
$136.81 - $157.67 $17,922 - $20,654
131 Added 3.64%
3,733 $551,000
Q3 2022

Nov 08, 2022

BUY
$134.91 - $165.84 $80,946 - $99,504
600 Added 19.99%
3,602 $486,000
Q2 2022

Aug 11, 2022

SELL
$137.5 - $188.46 $9,075 - $12,438
-66 Reduced 2.15%
3,002 $416,000
Q1 2022

May 16, 2022

SELL
$158.74 - $198.38 $121,436 - $151,760
-765 Reduced 19.96%
3,068 $573,000
Q4 2021

Feb 04, 2022

BUY
$150.06 - $187.08 $575,179 - $717,077
3,833 New
3,833 $627,000

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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