Insight Wealth Strategies, LLC American Express CO Transaction History

Insight Wealth Strategies, LLC

$749 Million
Q3 2024

A detailed history of Insight Wealth Strategies, LLC transactions in American Express CO stock. As of the latest transaction made, Insight Wealth Strategies, LLC holds 19,636 shares of AXP stock, worth $5.97 Million. This represents 0.71% of its overall portfolio holdings.

Number of Shares

19,636

Previous 19,447 0.97%

Holding current value

$5.97 Million

Previous $4.5 Million 18.26%

% of portfolio

0.71%

Previous 0.64%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 07, 2024	BUY	$225.92 - $271.17 $42,698 - $51,251	189 Added 0.97%	19,636 $5.32 Million
Q2 2024 Jul 08, 2024	BUY	$217.5 - $243.08 $87,000 - $97,232	400 Added 2.1%	19,447 $4.5 Million
Q1 2024 Apr 05, 2024	BUY	$179.79 - $229.12 $1.44 Million - $1.83 Million	8,001 Added 72.43%	19,047 $4.34 Million
Q4 2023 Jan 12, 2024	BUY	$141.31 - $187.8 $114,037 - $151,554	807 Added 7.88%	11,046 $2.07 Million
Q3 2023 Oct 13, 2023	BUY	$149.19 - $178.04 $145,012 - $173,054	972 Added 10.49%	10,239 $1.53 Million
Q2 2023 Jul 14, 2023	BUY	$147.93 - $175.14 $2,662 - $3,152	18 Added 0.19%	9,267 $1.61 Million
Q1 2023 Apr 06, 2023	SELL	$146.42 - $181.33 $6,881 - $8,522	-47 Reduced 0.51%	9,249 $1.53 Million
Q4 2022 Jan 06, 2023	BUY	$136.81 - $157.67 $41,453 - $47,774	303 Added 3.37%	9,296 $0
Q2 2022 Jul 01, 2022	BUY	$137.5 - $188.46 $2,200 - $3,015	16 Added 0.18%	8,993 $1.25 Million
Q1 2022 Apr 12, 2022	BUY	$158.74 - $198.38 $179,693 - $224,566	1,132 Added 14.43%	8,977 $1.68 Million
Q4 2021 Jan 31, 2022	BUY	$150.06 - $187.08 $175,870 - $219,257	1,172 Added 17.56%	7,845 $1.28 Million
Q3 2021 Oct 28, 2021	BUY	$158.72 - $176.77 $40,156 - $44,722	253 Added 3.94%	6,673 $1.12 Million
Q2 2021 Aug 12, 2021	SELL	$144.33 - $169.45 $33,340 - $39,142	-231 Reduced 3.47%	6,420 $1.06 Million
Q1 2021 May 12, 2021	BUY	$114.09 - $150.27 $392,355 - $516,778	3,439 Added 107.07%	6,651 $941,000
Q4 2020 Feb 05, 2021	BUY	$91.07 - $125.04 $3,551 - $4,876	39 Added 1.23%	3,212 $388,000
Q3 2020 Oct 29, 2020	BUY	$90.57 - $107.27 $68,380 - $80,988	755 Added 31.22%	3,173 $318,000
Q2 2020 Jul 31, 2020	BUY	$73.6 - $113.67 $3,679 - $5,683	50 Added 2.11%	2,418 $230,000
Q1 2020 Apr 21, 2020	SELL	$68.96 - $136.93 $159,780 - $317,266	-2,317 Reduced 49.46%	2,368 $203,000
Q4 2019 Feb 21, 2020	SELL	$112.54 - $125.77 $11,028 - $12,325	-98 Reduced 2.05%	4,685 $583,000
Q3 2019 Nov 06, 2019	BUY	$116.8 - $128.57 $39,244 - $43,199	336 Added 7.56%	4,783 $566,000
Q2 2019 Aug 06, 2019	SELL	$109.85 - $124.92 $1,757 - $1,998	-16 Reduced 0.36%	4,447 $549,000
Q1 2019 Apr 24, 2019	BUY	$93.43 - $113.55 $14,107 - $17,146	151 Added 3.5%	4,463 $488,000
Q4 2018 Feb 12, 2019	BUY	$89.5 - $112.89 $385,924 - $486,781	4,312 New	4,312 $411,000

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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Insight Wealth Strategies, LLC American Express CO Transaction History