A detailed history of Dowling & Yahnke LLC transactions in American Express CO stock. As of the latest transaction made, Dowling & Yahnke LLC holds 62,291 shares of AXP stock, worth $17.9 Million. This represents 3.91% of its overall portfolio holdings.

Number of Shares
62,291
Previous 62,723 0.69%
Holding current value
$17.9 Million
Previous $8.7 Million 3.35%
% of portfolio
3.91%
Previous 0.41%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 02, 2022

SELL
$134.91 - $165.84 $58,281 - $71,642
-432 Reduced 0.69%
62,291 $8.4 Million
Q2 2022

Aug 10, 2022

SELL
$137.5 - $188.46 $27,362 - $37,503
-199 Reduced 0.32%
62,723 $8.7 Million
Q1 2022

May 04, 2022

BUY
$158.74 - $198.38 $46,987 - $58,720
296 Added 0.47%
62,922 $11.8 Million
Q4 2021

Feb 10, 2022

SELL
$150.06 - $187.08 $322,028 - $401,473
-2,146 Reduced 3.31%
62,626 $10.2 Million
Q3 2021

Nov 12, 2021

BUY
$158.72 - $176.77 $634 - $707
4 Added 0.01%
64,772 $10.9 Million
Q2 2021

Jul 21, 2021

BUY
$144.33 - $169.45 $39,546 - $46,429
274 Added 0.42%
64,768 $10.7 Million
Q1 2021

Apr 29, 2021

BUY
$114.09 - $150.27 $15,173 - $19,985
133 Added 0.21%
64,494 $9.12 Million
Q4 2020

Jan 28, 2021

BUY
$91.07 - $125.04 $71,034 - $97,531
780 Added 1.23%
64,361 $7.78 Million
Q3 2020

Oct 19, 2020

SELL
$90.57 - $107.27 $82,599 - $97,830
-912 Reduced 1.41%
63,581 $6.37 Million
Q2 2020

Jul 31, 2020

SELL
$73.6 - $113.67 $21,712 - $33,532
-295 Reduced 0.46%
64,493 $6.14 Million
Q1 2020

May 15, 2020

SELL
$68.96 - $136.93 $251,910 - $500,205
-3,653 Reduced 5.34%
64,788 $5.55 Million
Q4 2019

Jan 27, 2020

SELL
$112.54 - $125.77 $137,298 - $153,439
-1,220 Reduced 1.75%
68,441 $8.52 Million
Q3 2019

Oct 29, 2019

SELL
$116.8 - $128.57 $48,355 - $53,227
-414 Reduced 0.59%
69,661 $8.24 Million
Q2 2019

Jul 22, 2019

BUY
$109.85 - $124.92 $7.7 Million - $8.75 Million
70,075 New
70,075 $8.65 Million
Q4 2018

Jan 24, 2019

SELL
$89.5 - $112.89 $6.3 Million - $7.95 Million
-70,414 Closed
0 $0
Q3 2018

Oct 30, 2018

SELL
$97.84 - $111.11 $17,611 - $19,999
-180 Reduced 0.25%
70,414 $7.5 Million
Q2 2018

Jul 30, 2018

SELL
$91.0 - $102.7 $52,234 - $58,949
-574 Reduced 0.81%
70,594 $6.92 Million
Q1 2018

May 01, 2018

SELL
$88.34 - $101.64 $48,587 - $55,902
-550 Reduced 0.77%
71,168 $6.64 Million
Q4 2017

Feb 02, 2018

BUY
$90.54 - $99.7 $13,037 - $14,356
144 Added 0.2%
71,718 $7.12 Million
Q3 2017

Nov 08, 2017

BUY
$84.25 - $90.46 $6.03 Million - $6.47 Million
71,574
71,574 $6.48 Million

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 $215B
  • 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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