A detailed history of Gladstone Institutional Advisory LLC transactions in American Express CO stock. As of the latest transaction made, Gladstone Institutional Advisory LLC holds 11,253 shares of AXP stock, worth $3.44 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
11,253
Previous 14,357 21.62%
Holding current value
$3.44 Million
Previous $3.32 Million 8.21%
% of portfolio
0.15%
Previous 0.18%

Shares

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

Oct 28, 2024

SELL
$225.92 - $271.17 $701,255 - $841,711
-3,104 Reduced 21.62%
11,253 $3.05 Million
Q2 2024

Aug 02, 2024

BUY
$217.5 - $243.08 $836,505 - $934,885
3,846 Added 36.59%
14,357 $3.32 Million
Q1 2024

May 14, 2024

SELL
$179.79 - $229.12 $505,209 - $643,827
-2,810 Reduced 21.09%
10,511 $2.39 Million
Q4 2023

Feb 09, 2024

BUY
$141.31 - $187.8 $75,035 - $99,721
531 Added 4.15%
13,321 $2.5 Million
Q3 2023

Nov 13, 2023

BUY
$149.19 - $178.04 $102,791 - $122,669
689 Added 5.69%
12,790 $1.91 Million
Q2 2023

Aug 10, 2023

BUY
$147.93 - $175.14 $30,325 - $35,903
205 Added 1.72%
12,101 $2.11 Million
Q1 2023

May 12, 2023

SELL
$146.42 - $181.33 $9,370 - $11,605
-64 Reduced 0.54%
11,896 $1.96 Million
Q4 2022

Feb 01, 2023

BUY
$136.81 - $157.67 $722,493 - $832,655
5,281 Added 79.07%
11,960 $1.77 Million
Q3 2022

Jan 27, 2023

SELL
$134.91 - $165.84 $143,948 - $176,951
-1,067 Reduced 13.77%
6,679 $901,000
Q3 2022

Oct 20, 2022

SELL
$134.91 - $165.84 $143,948 - $176,951
-1,067 Reduced 13.77%
6,679 $901,000
Q2 2022

Jan 27, 2023

BUY
$137.5 - $188.46 $156,337 - $214,279
1,137 Added 17.2%
7,746 $1.07 Million
Q2 2022

Aug 15, 2022

BUY
$137.5 - $188.46 $156,337 - $214,279
1,137 Added 17.2%
7,746 $1.07 Million
Q1 2022

Jan 27, 2023

BUY
$158.74 - $198.38 $161,438 - $201,752
1,017 Added 18.19%
6,609 $1.24 Million
Q1 2022

May 04, 2022

BUY
$158.74 - $198.38 $161,438 - $201,752
1,017 Added 18.19%
6,609 $1.24 Million
Q4 2021

Jan 27, 2023

SELL
$150.06 - $187.08 $97,088 - $121,040
-647 Reduced 10.37%
5,592 $915,000
Q4 2021

Feb 11, 2022

SELL
$150.06 - $187.08 $97,088 - $121,040
-647 Reduced 10.37%
5,592 $915,000
Q3 2021

Jan 27, 2023

SELL
$158.72 - $176.77 $315,694 - $351,595
-1,989 Reduced 24.17%
6,239 $1.05 Million
Q3 2021

Nov 15, 2021

SELL
$158.72 - $176.77 $315,694 - $351,595
-1,989 Reduced 24.17%
6,239 $1.05 Million
Q2 2021

Jan 27, 2023

BUY
$144.33 - $169.45 $53,113 - $62,357
368 Added 4.68%
8,228 $1.36 Million
Q2 2021

Aug 13, 2021

BUY
$144.33 - $169.45 $53,113 - $62,357
368 Added 4.68%
8,228 $1.36 Million
Q1 2021

Jan 27, 2023

BUY
$114.09 - $150.27 $488,533 - $643,456
4,282 Added 119.68%
7,860 $1.11 Million
Q1 2021

May 17, 2021

BUY
$114.09 - $150.27 $896,747 - $1.18 Million
7,860 New
7,860 $1.11 Million
Q4 2020

Feb 16, 2021

SELL
$91.07 - $125.04 $325,848 - $447,393
-3,578 Closed
0 $0
Q3 2020

Jan 27, 2023

SELL
$90.57 - $107.27 $280,857 - $332,644
-3,101 Reduced 46.43%
3,578 $359,000
Q3 2020

Nov 16, 2020

BUY
$90.57 - $107.27 $324,059 - $383,812
3,578 New
3,578 $359,000
Q1 2020

May 14, 2020

SELL
$68.96 - $136.93 $116,818 - $231,959
-1,694 Closed
0 $0
Q4 2019

Feb 12, 2020

SELL
$112.54 - $125.77 $101,848 - $113,821
-905 Reduced 34.82%
1,694 $211,000
Q3 2019

Nov 13, 2019

BUY
$116.8 - $128.57 $26,747 - $29,442
229 Added 9.66%
2,599 $308,000
Q2 2019

Aug 14, 2019

BUY
$109.85 - $124.92 $260,344 - $296,060
2,370 New
2,370 $293,000

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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