A detailed history of Strategic Wealth Partners, Ltd. transactions in American Express CO stock. As of the latest transaction made, Strategic Wealth Partners, Ltd. holds 10,958 shares of AXP stock, worth $3.48 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares
10,958
Previous 10,860 0.9%
Holding current value
$3.48 Million
Previous $2.51 Million 18.18%
% of portfolio
0.31%
Previous 0.27%

Shares

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

Oct 08, 2024

BUY
$225.92 - $271.17 $22,140 - $26,574
98 Added 0.9%
10,958 $2.97 Million
Q2 2024

Oct 08, 2024

SELL
$217.5 - $243.08 $5.08 Million - $5.68 Million
-23,370 Reduced 68.27%
10,860 $2.51 Million
Q1 2024

May 20, 2024

BUY
$179.79 - $229.12 $314,992 - $401,418
1,752 Added 5.39%
34,230 $7.79 Million
Q4 2023

May 20, 2024

BUY
$141.31 - $187.8 $709,093 - $942,380
5,018 Added 18.27%
32,478 $6.08 Million
Q3 2023

May 20, 2024

BUY
$149.19 - $178.04 $184,100 - $219,701
1,234 Added 4.71%
27,460 $4.1 Million
Q2 2023

May 20, 2024

SELL
$147.93 - $175.14 $70,562 - $83,541
-477 Reduced 1.79%
26,226 $4.57 Million
Q1 2023

Apr 24, 2023

BUY
$146.42 - $181.33 $140,856 - $174,439
962 Added 3.74%
26,703 $4.4 Million
Q4 2022

Apr 24, 2023

BUY
$136.81 - $157.67 $332,448 - $383,138
2,430 Added 10.42%
25,741 $3.8 Million
Q3 2022

Apr 24, 2023

BUY
$134.91 - $165.84 $217,340 - $267,168
1,611 Added 7.42%
23,311 $3.14 Million
Q2 2022

Aug 22, 2022

SELL
$137.5 - $188.46 $130,487 - $178,848
-949 Reduced 4.19%
21,700 $3.01 Million
Q1 2022

May 19, 2022

BUY
$158.74 - $198.38 $183,503 - $229,327
1,156 Added 5.38%
22,649 $4.24 Million
Q4 2021

Feb 11, 2022

BUY
$150.06 - $187.08 $305,522 - $380,894
2,036 Added 10.46%
21,493 $3.52 Million
Q3 2021

Nov 12, 2021

BUY
$158.72 - $176.77 $230,461 - $256,670
1,452 Added 8.06%
19,457 $3.26 Million
Q2 2021

Aug 25, 2021

SELL
$144.33 - $169.45 $68,989 - $80,997
-478 Reduced 2.59%
18,005 $2.98 Million
Q1 2021

May 24, 2021

BUY
$114.09 - $150.27 $76,440 - $100,680
670 Added 3.76%
18,483 $2.61 Million
Q4 2020

Feb 18, 2021

BUY
$91.07 - $125.04 $46,536 - $63,895
511 Added 2.95%
17,813 $2.15 Million
Q3 2020

Nov 10, 2020

SELL
$90.57 - $107.27 $9,872 - $11,692
-109 Reduced 0.63%
17,302 $1.74 Million
Q2 2020

Aug 11, 2020

BUY
$73.6 - $113.67 $262,899 - $406,029
3,572 Added 25.81%
17,411 $1.66 Million
Q1 2020

May 07, 2020

BUY
$68.96 - $136.93 $954,337 - $1.89 Million
13,839 New
13,839 $1.72 Million
Q4 2019

Jan 30, 2020

SELL
$112.54 - $125.77 $1.66 Million - $1.85 Million
-14,706 Closed
0 $0
Q3 2019

Oct 28, 2019

SELL
$116.8 - $128.57 $36,792 - $40,499
-315 Reduced 2.1%
14,706 $173 Million
Q2 2019

Aug 06, 2019

SELL
$109.85 - $124.92 $135,884 - $154,526
-1,237 Reduced 7.61%
15,021 $1.85 Million
Q1 2019

May 14, 2019

BUY
$93.43 - $113.55 $214,234 - $260,370
2,293 Added 16.42%
16,258 $1.81 Million
Q4 2018

Jan 24, 2019

BUY
$89.5 - $112.89 $1,790 - $2,257
20 Added 0.14%
13,965 $1.33 Million
Q3 2018

Dec 06, 2018

BUY
$97.84 - $111.11 $86,197 - $97,887
881 Added 6.74%
13,945 $1.49 Million
Q2 2018

Sep 04, 2018

SELL
$91.0 - $102.7 $117,572 - $132,688
-1,292 Reduced 9.0%
13,064 $1.28 Million
Q1 2018

Jul 13, 2018

BUY
$88.34 - $101.64 $1.27 Million - $1.46 Million
14,356 New
14,356 $1.34 Million

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 $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...
More about AXP
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