A detailed history of Independent Advisor Alliance transactions in American Express CO stock. As of the latest transaction made, Independent Advisor Alliance holds 39,370 shares of AXP stock, worth $10.6 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares
39,370
Previous 34,721 13.39%
Holding current value
$10.6 Million
Previous $7.91 Million 15.32%
% of portfolio
0.32%
Previous 0.29%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

BUY
$217.5 - $243.08 $1.01 Million - $1.13 Million
4,649 Added 13.39%
39,370 $9.12 Million
Q1 2024

May 08, 2024

BUY
$179.79 - $229.12 $33,620 - $42,845
187 Added 0.54%
34,721 $7.91 Million
Q4 2023

Feb 08, 2024

BUY
$141.31 - $187.8 $102,591 - $136,342
726 Added 2.15%
34,534 $6.47 Million
Q3 2023

Oct 24, 2023

BUY
$149.19 - $178.04 $119,799 - $142,966
803 Added 2.43%
33,808 $5.04 Million
Q2 2023

Jul 28, 2023

BUY
$147.93 - $175.14 $315,830 - $373,923
2,135 Added 6.92%
33,005 $5.75 Million
Q1 2023

May 12, 2023

BUY
$146.42 - $181.33 $131,485 - $162,834
898 Added 3.0%
30,870 $5.09 Million
Q4 2022

Feb 13, 2023

BUY
$136.81 - $157.67 $522,477 - $602,141
3,819 Added 14.6%
29,972 $4.43 Million
Q3 2022

Nov 04, 2022

BUY
$134.91 - $165.84 $98,214 - $120,731
728 Added 2.86%
26,153 $3.53 Million
Q2 2022

Aug 04, 2022

SELL
$137.5 - $188.46 $446,737 - $612,306
-3,249 Reduced 11.33%
25,425 $3.52 Million
Q1 2022

May 06, 2022

BUY
$158.74 - $198.38 $785,286 - $981,385
4,947 Added 20.85%
28,674 $5.36 Million
Q4 2021

Feb 11, 2022

BUY
$150.06 - $187.08 $180,522 - $225,057
1,203 Added 5.34%
23,727 $3.88 Million
Q3 2021

Nov 01, 2021

BUY
$158.72 - $176.77 $587,264 - $654,049
3,700 Added 19.66%
22,524 $3.77 Million
Q2 2021

Aug 12, 2021

BUY
$144.33 - $169.45 $36,515 - $42,870
253 Added 1.36%
18,824 $3.11 Million
Q1 2021

May 14, 2021

BUY
$114.09 - $150.27 $56,702 - $74,684
497 Added 2.75%
18,571 $2.63 Million
Q4 2020

Feb 11, 2021

BUY
$91.07 - $125.04 $114,292 - $156,925
1,255 Added 7.46%
18,074 $2.19 Million
Q3 2020

Nov 04, 2020

BUY
$90.57 - $107.27 $449,227 - $532,059
4,960 Added 41.82%
16,819 $1.69 Million
Q2 2020

Aug 06, 2020

BUY
$73.6 - $113.67 $325,606 - $502,876
4,424 Added 59.5%
11,859 $1.13 Million
Q1 2020

May 14, 2020

SELL
$68.96 - $136.93 $1.67 Million - $3.32 Million
-24,218 Reduced 76.51%
7,435 $637,000
Q4 2019

Feb 07, 2020

BUY
$112.54 - $125.77 $2.86 Million - $3.19 Million
25,385 Added 404.99%
31,653 $3.94 Million
Q3 2019

Nov 12, 2019

SELL
$116.8 - $128.57 $2,569 - $2,828
-22 Reduced 0.35%
6,268 $741,000
Q2 2019

Aug 12, 2019

BUY
$109.85 - $124.92 $43,610 - $49,593
397 Added 6.74%
6,290 $776,000
Q1 2019

May 07, 2019

BUY
$93.43 - $113.55 $15,602 - $18,962
167 Added 2.92%
5,893 $644,000
Q4 2018

Feb 12, 2019

BUY
$89.5 - $112.89 $34,368 - $43,349
384 Added 7.19%
5,726 $546,000
Q3 2018

Nov 13, 2018

BUY
$97.84 - $111.11 $33,363 - $37,888
341 Added 6.82%
5,342 $564,000
Q2 2018

Aug 08, 2018

SELL
$91.0 - $102.7 $7,735 - $8,729
-85 Reduced 1.67%
5,001 $488,000
Q1 2018

May 15, 2018

SELL
$88.34 - $101.64 $99,735 - $114,751
-1,129 Reduced 18.17%
5,086 $463,000
Q4 2017

Feb 14, 2018

BUY
$90.54 - $99.7 $6,518 - $7,178
72 Added 1.17%
6,215 $622,000
Q3 2017

Nov 15, 2017

BUY
$84.25 - $90.46 $517,547 - $555,695
6,143
6,143 $563,000

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 $201B
  • 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 Independent Advisor Alliance Portfolio

Follow Independent Advisor Alliance 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 Independent Advisor Alliance, based on Form 13F filings with the SEC.

News

Stay updated on Independent Advisor Alliance with notifications on news.