A detailed history of Kozak & Associates, Inc. transactions in American Express CO stock. As of the latest transaction made, Kozak & Associates, Inc. holds 1,829 shares of AXP stock, worth $555,028. This represents 0.12% of its overall portfolio holdings.

Number of Shares
1,829
Previous 1,890 3.23%
Holding current value
$555,028
Previous $437,000 13.27%
% of portfolio
0.12%
Previous 0.11%

Shares

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

Oct 17, 2024

SELL
$225.92 - $271.17 $13,781 - $16,541
-61 Reduced 3.23%
1,829 $495,000
Q2 2024

Jul 05, 2024

SELL
$217.5 - $243.08 $181,177 - $202,485
-833 Reduced 30.59%
1,890 $437,000
Q1 2024

May 17, 2024

BUY
$179.79 - $229.12 $2,696 - $3,436
15 Added 0.55%
2,723 $619,000
Q4 2023

Jan 17, 2024

BUY
$141.31 - $187.8 $1,271 - $1,690
9 Added 0.33%
2,708 $507,000
Q3 2023

Oct 17, 2023

BUY
$149.19 - $178.04 $1,491 - $1,780
10 Added 0.37%
2,699 $402,000
Q2 2023

Jul 05, 2023

BUY
$147.93 - $175.14 $1,331 - $1,576
9 Added 0.34%
2,689 $468,000
Q1 2023

Apr 03, 2023

BUY
$146.42 - $181.33 $1,024 - $1,269
7 Added 0.26%
2,680 $442,000
Q4 2022

Jan 03, 2023

BUY
$136.81 - $157.67 $957 - $1,103
7 Added 0.26%
2,673 $395,000
Q3 2022

Oct 12, 2022

BUY
$134.91 - $165.84 $1,079 - $1,326
8 Added 0.3%
2,666 $366,000
Q2 2022

Oct 12, 2022

BUY
$137.5 - $188.46 $962 - $1,319
7 Added 0.26%
2,658 $369,000
Q4 2021

Mar 11, 2022

BUY
$150.06 - $187.08 $750 - $935
5 Added 0.19%
2,651 $450,000
Q3 2021

Nov 16, 2021

BUY
$158.72 - $176.77 $3,968 - $4,419
25 Added 0.95%
2,646 $485,000
Q4 2020

Feb 22, 2021

BUY
$91.07 - $125.04 $238,694 - $327,729
2,621 New
2,621 $331,000

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 $227B
  • 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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