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 $4.64 Million. This represents 1.04% of its overall portfolio holdings.

Number of Shares
15,538
Previous 15,416 0.79%
Holding current value
$4.64 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 $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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