A detailed history of Annex Advisory Services, LLC transactions in American Express CO stock. As of the latest transaction made, Annex Advisory Services, LLC holds 1,528 shares of AXP stock, worth $360,562. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,528
Previous 1,821 16.09%
Holding current value
$360,562
Previous $341,000 1.76%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Apr 12, 2024

SELL
$179.79 - $229.12 $52,678 - $67,132
-293 Reduced 16.09%
1,528 $347,000
Q4 2023

Feb 13, 2024

BUY
$141.31 - $187.8 $44,230 - $58,781
313 Added 20.76%
1,821 $341,000
Q3 2023

Oct 31, 2023

SELL
$149.19 - $178.04 $48,337 - $57,684
-324 Reduced 17.69%
1,508 $224,000
Q2 2023

Jul 24, 2023

BUY
$147.93 - $175.14 $46,450 - $54,993
314 Added 20.69%
1,832 $319,000
Q1 2023

Apr 27, 2023

SELL
$146.42 - $181.33 $3,074 - $3,807
-21 Reduced 1.36%
1,518 $250,000
Q4 2022

Jan 27, 2023

SELL
$136.81 - $157.67 $27,088 - $31,218
-198 Reduced 11.4%
1,539 $227,000
Q3 2022

Oct 24, 2022

SELL
$134.91 - $165.84 $16,998 - $20,895
-126 Reduced 6.76%
1,737 $234,000
Q2 2022

Jul 27, 2022

BUY
$137.5 - $188.46 $3,712 - $5,088
27 Added 1.47%
1,863 $258,000
Q1 2022

Apr 13, 2022

SELL
$158.74 - $198.38 $394,786 - $493,371
-2,487 Reduced 57.53%
1,836 $343,000
Q4 2021

Jan 31, 2022

BUY
$150.06 - $187.08 $433,073 - $539,912
2,886 Added 200.84%
4,323 $707,000
Q1 2021

Apr 22, 2021

BUY
$114.09 - $150.27 $163,947 - $215,937
1,437 New
1,437 $203,000

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 $176B
  • 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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