A detailed history of Hotaling Investment Management, LLC transactions in American Express CO stock. As of the latest transaction made, Hotaling Investment Management, LLC holds 15,538 shares of AXP stock, worth $3.66 Million. This represents 1.04% of its overall portfolio holdings.

Number of Shares
15,538
Previous 15,416 0.79%
Holding current value
$3.66 Million
Previous $2.08 Million 10.38%
% of portfolio
1.04%
Previous 1.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 14, 2023

BUY
$136.81 - $157.67 $16,690 - $19,235
122 Added 0.79%
15,538 $2.3 Million
Q3 2022

Nov 14, 2022

BUY
$134.91 - $165.84 $70,288 - $86,402
521 Added 3.5%
15,416 $2.08 Million
Q2 2022

Aug 15, 2022

BUY
$137.5 - $188.46 $46,887 - $64,264
341 Added 2.34%
14,895 $2.07 Million
Q1 2022

Apr 22, 2022

SELL
$158.74 - $198.38 $706,710 - $883,187
-4,452 Reduced 23.42%
14,554 $2.72 Million
Q4 2021

Jan 24, 2022

BUY
$150.06 - $187.08 $81,632 - $101,771
544 Added 2.95%
19,006 $3.11 Million
Q3 2021

Oct 21, 2021

BUY
$158.72 - $176.77 $63,329 - $70,531
399 Added 2.21%
18,462 $3.09 Million
Q2 2021

Aug 04, 2021

SELL
$144.33 - $169.45 $22,082 - $25,925
-153 Reduced 0.84%
18,063 $2.99 Million
Q1 2021

May 11, 2021

BUY
$114.09 - $150.27 $56,474 - $74,383
495 Added 2.79%
18,216 $2.58 Million
Q4 2020

Jan 22, 2021

BUY
$91.07 - $125.04 $2,276 - $3,126
25 Added 0.14%
17,721 $2.14 Million
Q3 2020

Nov 04, 2020

SELL
$90.57 - $107.27 $31,427 - $37,222
-347 Reduced 1.92%
17,696 $1.77 Million
Q2 2020

Jul 31, 2020

BUY
$73.6 - $113.67 $1.33 Million - $2.05 Million
18,043 New
18,043 $1.72 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 $176B
  • 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
Track This Portfolio

Track Hotaling Investment Management, LLC Portfolio

Follow Hotaling Investment Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Hotaling Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hotaling Investment Management, LLC with notifications on news.