A detailed history of Capital Asset Advisory Services LLC transactions in American Express CO stock. As of the latest transaction made, Capital Asset Advisory Services LLC holds 1,433 shares of AXP stock, worth $411,013. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,433
Previous 1,449 1.1%
Holding current value
$411,013
Previous $335,000 15.82%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 17, 2024

SELL
$225.92 - $271.17 $3,614 - $4,338
-16 Reduced 1.1%
1,433 $388,000
Q2 2024

Jul 24, 2024

SELL
$217.5 - $243.08 $1,087 - $1,215
-5 Reduced 0.34%
1,449 $335,000
Q1 2024

Apr 16, 2024

BUY
$179.79 - $229.12 $2,696 - $3,436
15 Added 1.04%
1,454 $331,000
Q4 2023

Jan 09, 2024

BUY
$141.31 - $187.8 $5,228 - $6,948
37 Added 2.64%
1,439 $269,000
Q3 2023

Oct 18, 2023

SELL
$149.19 - $178.04 $12,382 - $14,777
-83 Reduced 5.59%
1,402 $209,000
Q2 2023

Aug 02, 2023

BUY
$147.93 - $175.14 $15,236 - $18,039
103 Added 7.45%
1,485 $258,000
Q1 2023

May 12, 2023

SELL
$146.42 - $181.33 $27,673 - $34,271
-189 Reduced 12.03%
1,382 $227,000
Q4 2022

Mar 08, 2023

SELL
$136.81 - $157.67 $3,146 - $3,626
-23 Reduced 1.44%
1,571 $232,000
Q3 2022

Nov 14, 2022

BUY
$134.91 - $165.84 $404 - $497
3 Added 0.19%
1,594 $215,000
Q2 2022

Aug 11, 2022

BUY
$137.5 - $188.46 $1,100 - $1,507
8 Added 0.51%
1,591 $221,000
Q1 2022

Apr 29, 2022

SELL
$158.74 - $198.38 $2,539 - $3,174
-16 Reduced 1.0%
1,583 $296,000
Q4 2021

Feb 04, 2022

SELL
$150.06 - $187.08 $21,458 - $26,752
-143 Reduced 8.21%
1,599 $262,000
Q3 2021

Oct 14, 2021

BUY
$158.72 - $176.77 $476 - $530
3 Added 0.17%
1,742 $292,000
Q2 2021

Aug 06, 2021

SELL
$144.33 - $169.45 $45,463 - $53,376
-315 Reduced 15.34%
1,739 $287,000
Q1 2021

May 13, 2021

BUY
$114.09 - $150.27 $234,340 - $308,654
2,054 New
2,054 $291,000
Q3 2020

Nov 18, 2020

SELL
$90.57 - $107.27 $273,159 - $323,526
-3,016 Closed
0 $0
Q2 2020

Aug 14, 2020

BUY
$73.6 - $113.67 $30,911 - $47,741
420 Added 16.18%
3,016 $311,000
Q1 2020

May 18, 2020

BUY
$68.96 - $136.93 $39,307 - $78,050
570 Added 28.13%
2,596 $203,000
Q4 2019

Feb 13, 2020

BUY
$112.54 - $125.77 $228,006 - $254,810
2,026 New
2,026 $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 $214B
  • 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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