A detailed history of Waddell & Associates, LLC transactions in American Express CO stock. As of the latest transaction made, Waddell & Associates, LLC holds 2,036 shares of AXP stock, worth $617,844. This represents 0.07% of its overall portfolio holdings.

Number of Shares
2,036
Previous 2,036 -0.0%
Holding current value
$617,844
Previous $471,000 17.2%
% of portfolio
0.07%
Previous 0.06%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 08, 2024

BUY
$179.79 - $229.12 $179 - $229
1 Added 0.05%
2,036 $463,000
Q4 2023

Feb 14, 2024

SELL
$141.31 - $187.8 $141 - $187
-1 Reduced 0.05%
2,035 $381,000
Q3 2023

Nov 07, 2023

BUY
$149.19 - $178.04 $1,044 - $1,246
7 Added 0.34%
2,036 $303,000
Q2 2023

Aug 07, 2023

SELL
$147.93 - $175.14 $1,331 - $1,576
-9 Reduced 0.44%
2,029 $353,000
Q1 2023

May 10, 2023

SELL
$146.42 - $181.33 $3,806 - $4,714
-26 Reduced 1.26%
2,038 $336,000
Q4 2022

Feb 09, 2023

BUY
$136.81 - $157.67 $1,778 - $2,049
13 Added 0.63%
2,064 $304,000
Q3 2022

Nov 02, 2022

BUY
$134.91 - $165.84 $1,079 - $1,326
8 Added 0.39%
2,051 $277,000
Q1 2022

Apr 21, 2022

BUY
$158.74 - $198.38 $324,305 - $405,290
2,043 New
2,043 $382,000
Q3 2021

Nov 10, 2021

SELL
$158.72 - $176.77 $324,106 - $360,964
-2,042 Closed
0 $0
Q2 2021

Aug 16, 2021

BUY
$144.33 - $169.45 $294,721 - $346,016
2,042 New
2,042 $337,000

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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