A detailed history of Wealth Architects, LLC transactions in American Express CO stock. As of the latest transaction made, Wealth Architects, LLC holds 2,204 shares of AXP stock, worth $668,825. This represents 0.07% of its overall portfolio holdings.

Number of Shares
2,204
Previous 2,225 0.94%
Holding current value
$668,825
Previous $515,000 15.92%
% of portfolio
0.07%
Previous 0.06%

Shares

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

Oct 31, 2024

SELL
$225.92 - $271.17 $4,744 - $5,694
-21 Reduced 0.94%
2,204 $597,000
Q2 2024

Aug 08, 2024

SELL
$217.5 - $243.08 $4,350 - $4,861
-20 Reduced 0.89%
2,225 $515,000
Q1 2024

May 13, 2024

BUY
$179.79 - $229.12 $1,618 - $2,062
9 Added 0.4%
2,245 $511,000
Q4 2023

Feb 14, 2024

BUY
$141.31 - $187.8 $10,456 - $13,897
74 Added 3.42%
2,236 $418,000
Q3 2023

Nov 09, 2023

SELL
$149.19 - $178.04 $4,326 - $5,163
-29 Reduced 1.32%
2,162 $322,000
Q2 2023

Aug 02, 2023

SELL
$147.93 - $175.14 $8,579 - $10,158
-58 Reduced 2.58%
2,191 $381,000
Q1 2023

Apr 21, 2023

SELL
$146.42 - $181.33 $3,806 - $4,714
-26 Reduced 1.14%
2,249 $370,000
Q4 2022

Feb 09, 2023

SELL
$136.81 - $157.67 $5,061 - $5,833
-37 Reduced 1.6%
2,275 $336,000
Q3 2022

Oct 24, 2022

SELL
$134.91 - $165.84 $14,975 - $18,408
-111 Reduced 4.58%
2,312 $312,000
Q2 2022

Jul 29, 2022

SELL
$137.5 - $188.46 $5,225 - $7,161
-38 Reduced 1.54%
2,423 $336,000
Q1 2022

May 17, 2022

BUY
$158.74 - $198.38 $25,874 - $32,335
163 Added 7.09%
2,461 $460,000
Q4 2021

Jan 19, 2022

SELL
$150.06 - $187.08 $55,972 - $69,780
-373 Reduced 13.96%
2,298 $376,000
Q3 2021

Nov 09, 2021

SELL
$158.72 - $176.77 $5,555 - $6,186
-35 Reduced 1.29%
2,671 $447,000
Q2 2021

Aug 09, 2021

BUY
$144.33 - $169.45 $18,329 - $21,520
127 Added 4.92%
2,706 $447,000
Q1 2021

Apr 29, 2021

BUY
$114.09 - $150.27 $13,690 - $18,032
120 Added 4.88%
2,579 $365,000
Q4 2020

Jan 28, 2021

SELL
$91.07 - $125.04 $5,282 - $7,252
-58 Reduced 2.3%
2,459 $297,000
Q3 2020

Nov 09, 2020

BUY
$90.57 - $107.27 $34,416 - $40,762
380 Added 17.78%
2,517 $252,000
Q2 2020

Aug 14, 2020

BUY
$73.6 - $113.67 $157,283 - $242,912
2,137 New
2,137 $203,000
Q1 2020

Apr 23, 2020

SELL
$68.96 - $136.93 $129,989 - $258,113
-1,885 Closed
0 $0
Q4 2019

Jan 28, 2020

SELL
$112.54 - $125.77 $1,913 - $2,138
-17 Reduced 0.89%
1,885 $235,000
Q3 2019

Oct 23, 2019

SELL
$116.8 - $128.57 $11,796 - $12,985
-101 Reduced 5.04%
1,902 $225,000
Q2 2019

Jul 12, 2019

BUY
$109.85 - $124.92 $4,503 - $5,121
41 Added 2.09%
2,003 $247,000
Q1 2019

May 01, 2019

BUY
$93.43 - $113.55 $183,309 - $222,785
1,962 New
1,962 $214,000
Q4 2018

Jan 17, 2019

SELL
$89.5 - $112.89 $172,824 - $217,990
-1,931 Closed
0 $0
Q3 2018

Oct 04, 2018

BUY
$97.84 - $111.11 $188,929 - $214,553
1,931 New
1,931 $206,000
Q1 2018

Apr 13, 2018

SELL
$88.34 - $101.64 $190,726 - $219,440
-2,159 Closed
0 $0
Q4 2017

Jan 31, 2018

SELL
$90.54 - $99.7 $13,943 - $15,353
-154 Reduced 6.66%
2,159 $214,000
Q3 2017

Nov 08, 2017

BUY
$84.25 - $90.46 $194,870 - $209,233
2,313
2,313 $209,000

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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