A detailed history of Financial Advocates Investment Management transactions in American Express CO stock. As of the latest transaction made, Financial Advocates Investment Management holds 795 shares of AXP stock, worth $237,426. This represents 0.01% of its overall portfolio holdings.

Number of Shares
795
Holding current value
$237,426
% of portfolio
0.01%

Shares

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

Oct 25, 2024

BUY
$225.92 - $271.17 $179,606 - $215,580
795 New
795 $215,000
Q4 2023

Feb 08, 2024

SELL
$141.31 - $187.8 $96,090 - $127,704
-680 Reduced 33.81%
1,331 $249,000
Q3 2023

Oct 27, 2023

BUY
$149.19 - $178.04 $18,947 - $22,611
127 Added 6.74%
2,011 $300,000
Q2 2023

Aug 07, 2023

SELL
$147.93 - $175.14 $3,254 - $3,853
-22 Reduced 1.15%
1,884 $328,000
Q1 2023

May 11, 2023

SELL
$146.42 - $181.33 $21,084 - $26,111
-144 Reduced 7.02%
1,906 $314,000
Q4 2022

Feb 14, 2023

SELL
$136.81 - $157.67 $25,036 - $28,853
-183 Reduced 8.2%
2,050 $302,000
Q3 2022

Nov 14, 2022

BUY
$134.91 - $165.84 $26,847 - $33,002
199 Added 9.78%
2,233 $288,000
Q2 2022

Aug 12, 2022

BUY
$137.5 - $188.46 $16,087 - $22,049
117 Added 6.1%
2,034 $282,000
Q1 2022

May 11, 2022

BUY
$158.74 - $198.38 $7,302 - $9,125
46 Added 2.46%
1,917 $358,000
Q4 2021

Feb 14, 2022

SELL
$150.06 - $187.08 $24,909 - $31,055
-166 Reduced 8.15%
1,871 $306,000
Q3 2021

Nov 04, 2021

BUY
$158.72 - $176.77 $323,312 - $360,080
2,037 New
2,037 $341,000
Q2 2021

Aug 03, 2021

SELL
$144.33 - $169.45 $235,402 - $276,372
-1,631 Closed
0 $0
Q1 2021

May 10, 2021

BUY
$114.09 - $150.27 $186,080 - $245,090
1,631 New
1,631 $231,000
Q1 2019

May 16, 2019

SELL
$93.43 - $113.55 $329,714 - $400,717
-3,529 Closed
0 $0
Q4 2018

May 09, 2019

SELL
$89.5 - $112.89 $166,828 - $210,426
-1,864 Reduced 34.56%
3,529 $336,000
Q4 2018

Mar 04, 2019

BUY
$89.5 - $112.89 $166,828 - $210,426
1,864 Added 52.82%
5,393 $376,000
Q4 2018

Feb 14, 2019

SELL
$89.5 - $112.89 $18,079 - $22,803
-202 Reduced 5.41%
3,529 $336,000
Q3 2018

Jul 11, 2019

BUY
$97.84 - $111.11 $365,041 - $414,551
3,731 New
3,731 $397,000

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 $223B
  • 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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