Edge Wealth Management LLC American Express CO Transaction History

Edge Wealth Management LLC

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 25, 2023	BUY	$136.81 - $157.67 $187,840 - $216,480	1,373 New	1,373 $0
Q2 2022 Jul 22, 2022	SELL	$137.5 - $188.46 $188,512 - $258,378	-1,371 Closed	0 $0
Q1 2022 Apr 14, 2022	BUY	$158.74 - $198.38 $156,200 - $195,205	984 Added 254.26%	1,371 $256,000
Q4 2021 Jan 14, 2022	BUY	$150.06 - $187.08 $150 - $187	1 Added 0.26%	387 $63,000
Q3 2021 Oct 13, 2021	BUY	$158.72 - $176.77 $2,539 - $2,828	16 Added 4.32%	386 $65,000
Q4 2020 Jan 19, 2021	SELL	$91.07 - $125.04 $1,092 - $1,500	-12 Reduced 3.14%	370 $45,000
Q3 2020 Oct 21, 2020	SELL	$90.57 - $107.27 $139,296 - $164,981	-1,538 Reduced 80.1%	382 $38,000
Q2 2020 Aug 03, 2020	SELL	$73.6 - $113.67 $437,919 - $676,336	-5,950 Reduced 75.6%	1,920 $183,000
Q1 2020 Apr 20, 2020	BUY	$68.96 - $136.93 $517,199 - $1.03 Million	7,500 Added 2027.03%	7,870 $690,000
Q2 2019 Jul 15, 2019	BUY	$109.85 - $124.92 $23,727 - $26,982	216 Added 140.26%	370 $46,000
Q4 2018 Jan 11, 2019	SELL	$89.5 - $112.89 $447 - $564	-5 Reduced 3.14%	154 $15,000
Q2 2018 Jul 17, 2018	SELL	$91.0 - $102.7 $54,600 - $61,620	-600 Reduced 79.05%	159 $16,000
Q3 2017 Oct 19, 2017	BUY	$84.25 - $90.46 $63,945 - $68,659	759	759 $69,000

2,786

571M

9.47M

8.32M

Ticker AXP
Exchange NYSE
Sector Financial Services
Industry Credit Services
Shares Outstandng 747,233,024
Market Cap $237B
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...

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

Stay updated on Edge Wealth Management LLC with notifications on news.