Geo Wealth Management, LLC American Express CO Transaction History

Geo Wealth Management, LLC

$2.73 Billion
Q3 2024

A detailed history of Geo Wealth Management, LLC transactions in American Express CO stock. As of the latest transaction made, Geo Wealth Management, LLC holds 7,082 shares of AXP stock, worth $2.15 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

7,082

Previous 7,740 8.5%

Holding current value

$2.15 Million

Previous $1.79 Million 7.14%

% of portfolio

0.07%

Previous 0.08%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$225.92 - $271.17 $148,655 - $178,429	-658 Reduced 8.5%	7,082 $1.92 Million
Q2 2024 Aug 12, 2024	BUY	$217.5 - $243.08 $666,855 - $745,283	3,066 Added 65.6%	7,740 $1.79 Million
Q1 2024 May 15, 2024	SELL	$179.79 - $229.12 $840,338 - $1.07 Million	-4,674 Closed	0 $0
Q1 2024 May 15, 2024	BUY	$179.79 - $229.12 $617,039 - $786,339	3,432 Added 276.33%	4,674 $1.06 Million
Q4 2023 Feb 13, 2024	BUY	$141.31 - $187.8 $148,375 - $197,190	1,050 Added 546.88%	1,242 $232,000
Q3 2023 Nov 13, 2023	BUY	$149.19 - $178.04 $5,967 - $7,121	40 Added 26.32%	192 $28,000
Q2 2023 Aug 10, 2023	SELL	$147.93 - $175.14 $295 - $350	-2 Reduced 1.3%	152 $26,000
Q1 2023 May 12, 2023	SELL	$146.42 - $181.33 $1,610 - $1,994	-11 Reduced 6.67%	154 $26,000
Q4 2022 Feb 13, 2023	SELL	$136.81 - $157.67 $2,599 - $2,995	-19 Reduced 10.33%	165 $25,000
Q3 2022 Nov 14, 2022	BUY	$134.91 - $165.84 $3,507 - $4,311	26 Added 16.46%	184 $25,000
Q2 2022 Aug 12, 2022	SELL	$137.5 - $188.46 $7,287 - $9,988	-53 Reduced 25.12%	158 $21,000
Q1 2022 May 13, 2022	BUY	$158.74 - $198.38 $3,174 - $3,967	20 Added 10.47%	211 $40,000
Q4 2021 Feb 14, 2022	BUY	$150.06 - $187.08 $8,553 - $10,663	57 Added 42.54%	191 $31,000
Q3 2021 Nov 12, 2021	SELL	$158.72 - $176.77 $19,998 - $22,273	-126 Reduced 48.46%	134 $23,000
Q2 2021 Aug 17, 2021	SELL	$144.33 - $169.45 $3,608 - $4,236	-25 Reduced 8.77%	260 $43,000
Q1 2021 May 13, 2021	BUY	$114.09 - $150.27 $1,140 - $1,502	10 Added 3.64%	285 $40,000
Q4 2020 Feb 12, 2021	BUY	$91.07 - $125.04 $25,044 - $34,386	275 New	275 $34,000
Q4 2019 Feb 13, 2020	SELL	$112.54 - $125.77 $1.09 Million - $1.22 Million	-9,681 Closed	0 $0
Q3 2019 Nov 14, 2019	BUY	$116.8 - $128.57 $1.13 Million - $1.24 Million	9,681 New	9,681 $1.15 Million

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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Geo Wealth Management, LLC American Express CO Transaction History