Lee Financial CO American Express CO Transaction History

Lee Financial CO

$786 Million
Q3 2025

A detailed history of Lee Financial CO transactions in American Express CO stock. As of the latest transaction made, Lee Financial CO holds 629 shares of AXP stock, worth $214,646. This represents 0.03% of its overall portfolio holdings.

Number of Shares

629

Holding current value

$214,646

% of portfolio

0.03%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	BUY	$294.27 - $342.31 $185,095 - $215,312	629 New	629 $208,000
Q4 2023 Feb 08, 2024	SELL	$141.31 - $187.8 $8,902 - $11,831	-63 Reduced 17.36%	300 $56,000
Q3 2023 Nov 09, 2023	BUY	$149.19 - $178.04 $745 - $890	5 Added 1.4%	363 $54,000
Q1 2023 May 15, 2023	SELL	$146.42 - $181.33 $34,408 - $42,612	-235 Reduced 39.63%	358 $59,000
Q4 2022 Feb 09, 2023	BUY	$136.81 - $157.67 $5,882 - $6,779	43 Added 7.82%	593 $87,000

Q3 2022 Nov 01, 2022	BUY	$134.91 - $165.84 $23,069 - $28,358	171 Added 45.12%	550 $74,000
Q2 2022 Aug 10, 2022	SELL	$137.5 - $188.46 $687 - $942	-5 Reduced 1.3%	379 $53,000
Q1 2022 May 11, 2022	BUY	$158.74 - $198.38 $2,857 - $3,570	18 Added 4.92%	384 $72,000
Q4 2021 Feb 08, 2022	SELL	$150.06 - $187.08 $15,006 - $18,708	-100 Reduced 21.46%	366 $60,000
Q3 2021 Nov 12, 2021	BUY	$158.72 - $176.77 $26,347 - $29,343	166 Added 55.33%	466 $78,000
Q2 2020 Aug 11, 2020	BUY	$73.6 - $113.67 $22,080 - $34,101	300 New	300 $29,000

Others Institutions Holding AXP

# of Institutions

3,159

Shares Held

584M

Call Options Held

8.01M

Put Options Held

6.37M

Warren Buffett Berkshire Hathaway Inc | Omaha, Ne

152M
Shares

$51.7 Billion
19.18% of portfolio
Vanguard Group Inc Valley Forge, PA

46M
Shares

$15.7 Billion
0.24% of portfolio
Black Rock Inc. New York, NY

41.9M
Shares

$14.3 Billion
0.22% of portfolio
State Street Corp Boston, MA

29.1M
Shares

$9.93 Billion
0.35% of portfolio
Jpmorgan Chase & CO New York, NY

22.2M
Shares

$7.57 Billion
0.49% of portfolio

View Full List

About AMERICAN EXPRESS CO

Ticker AXP
Exchange NYSE
Sector Financial Services
Industry Credit Services
Shares Outstandng 747,233,024
Market Cap $255B
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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