A detailed history of Capital Advisors, Ltd. LLC transactions in American Express CO stock. As of the latest transaction made, Capital Advisors, Ltd. LLC holds 1,281 shares of AXP stock, worth $391,435. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,281
Previous 1,266 1.18%
Holding current value
$391,435
Previous $293,000 18.43%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Oct 24, 2024

BUY
$225.92 - $271.17 $3,388 - $4,067
15 Added 1.18%
1,281 $347,000
Q2 2024

Jul 25, 2024

BUY
$217.5 - $243.08 $47,632 - $53,234
219 Added 20.92%
1,266 $293,000
Q1 2024

Apr 18, 2024

BUY
$179.79 - $229.12 $1,258 - $1,603
7 Added 0.67%
1,047 $238,000
Q4 2023

Feb 02, 2024

SELL
$141.31 - $187.8 $4,097 - $5,446
-29 Reduced 2.71%
1,040 $195,000
Q2 2023

Jul 26, 2023

BUY
$147.93 - $175.14 $93,491 - $110,688
632 Added 144.62%
1,069 $186,000
Q1 2023

May 03, 2023

SELL
$146.42 - $181.33 $88,291 - $109,341
-603 Reduced 57.98%
437 $72,000
Q4 2022

Feb 07, 2023

BUY
$136.81 - $157.67 $121,350 - $139,853
887 Added 579.74%
1,040 $61,000
Q3 2022

Nov 09, 2022

BUY
$134.91 - $165.84 $1,618 - $1,990
12 Added 8.51%
153 $21,000
Q2 2022

Aug 05, 2022

SELL
$137.5 - $188.46 $1,512 - $2,073
-11 Reduced 7.24%
141 $20,000
Q1 2022

May 09, 2022

BUY
$158.74 - $198.38 $476 - $595
3 Added 2.01%
152 $28,000
Q4 2021

Feb 08, 2022

BUY
$150.06 - $187.08 $22,358 - $27,874
149 New
149 $24,000
Q2 2020

Aug 06, 2020

SELL
$73.6 - $113.67 $6,403 - $9,889
-87 Closed
0 $0
Q1 2020

May 08, 2020

BUY
$68.96 - $136.93 $5,999 - $11,912
87 New
87 $7,000

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 $228B
  • 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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