A detailed history of Wealthsource Partners, LLC transactions in American Express CO stock. As of the latest transaction made, Wealthsource Partners, LLC holds 3,746 shares of AXP stock, worth $1.14 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
3,746
Previous 3,711 0.94%
Holding current value
$1.14 Million
Previous $553,000 26.76%
% of portfolio
0.05%
Previous 0.04%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 12, 2024

BUY
$141.31 - $187.8 $4,945 - $6,573
35 Added 0.94%
3,746 $701,000
Q3 2023

Nov 09, 2023

SELL
$149.19 - $178.04 $596 - $712
-4 Reduced 0.11%
3,711 $553,000
Q2 2023

Aug 14, 2023

SELL
$147.93 - $175.14 $385,505 - $456,414
-2,606 Reduced 41.23%
3,715 $647,000
Q1 2023

May 15, 2023

BUY
$146.42 - $181.33 $585 - $725
4 Added 0.06%
6,321 $1.04 Million
Q4 2022

Feb 09, 2023

BUY
$136.81 - $157.67 $70,320 - $81,042
514 Added 8.86%
6,317 $933,000
Q3 2022

Nov 14, 2022

BUY
$134.91 - $165.84 $86,747 - $106,635
643 Added 12.46%
5,803 $783,000
Q2 2022

Aug 10, 2022

SELL
$137.5 - $188.46 $3,575 - $4,899
-26 Reduced 0.5%
5,160 $715,000
Q1 2022

May 09, 2022

BUY
$158.74 - $198.38 $12,540 - $15,672
79 Added 1.55%
5,186 $970,000
Q4 2021

Feb 14, 2022

SELL
$150.06 - $187.08 $52,370 - $65,290
-349 Reduced 6.4%
5,107 $836,000
Q3 2021

Nov 18, 2021

BUY
$158.72 - $176.77 $58,567 - $65,228
369 Added 7.25%
5,456 $914,000
Q2 2021

Nov 18, 2021

BUY
$144.33 - $169.45 $189,649 - $222,657
1,314 Added 34.83%
5,087 $841,000
Q1 2021

Jun 21, 2021

BUY
$114.09 - $150.27 $148,431 - $195,501
1,301 Added 52.63%
3,773 $534,000
Q4 2020

Feb 12, 2021

BUY
$91.07 - $125.04 $20,672 - $28,384
227 Added 10.11%
2,472 $299,000
Q3 2020

Nov 16, 2020

SELL
$90.57 - $107.27 $1,086 - $1,287
-12 Reduced 0.53%
2,245 $225,000
Q2 2020

Aug 17, 2020

SELL
$73.6 - $113.67 $65,503 - $101,166
-890 Reduced 28.28%
2,257 $215,000
Q1 2020

May 12, 2020

BUY
$68.96 - $136.93 $217,017 - $430,918
3,147 New
3,147 $269,000

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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