A detailed history of Middleton & CO Inc transactions in American Express CO stock. As of the latest transaction made, Middleton & CO Inc holds 1,219 shares of AXP stock, worth $349,633. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,219
Previous 1,219 -0.0%
Holding current value
$349,633
Previous $282,000 17.02%
% of portfolio
0.04%
Previous 0.03%

Shares

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

Aug 12, 2024

SELL
$217.5 - $243.08 $10,875 - $12,154
-50 Reduced 3.94%
1,219 $282,000
Q4 2023

Feb 13, 2024

BUY
$141.31 - $187.8 $179,322 - $238,318
1,269 New
1,269 $237,000
Q1 2023

Apr 28, 2023

SELL
$146.42 - $181.33 $19,181 - $23,754
-131 Reduced 9.36%
1,269 $209,000
Q4 2022

Feb 09, 2023

BUY
$136.81 - $157.67 $191,534 - $220,737
1,400 New
1,400 $206,000
Q2 2022

Jul 21, 2022

SELL
$137.5 - $188.46 $192,500 - $263,844
-1,400 Closed
0 $0
Q4 2021

Feb 09, 2022

SELL
$150.06 - $187.08 $7,503 - $9,354
-50 Reduced 3.45%
1,400 $229,000
Q3 2021

Nov 08, 2021

SELL
$158.72 - $176.77 $63,488 - $70,708
-400 Reduced 21.62%
1,450 $243,000
Q2 2021

Aug 13, 2021

BUY
$144.33 - $169.45 $64,948 - $76,252
450 Added 32.14%
1,850 $306,000
Q1 2021

May 06, 2021

BUY
$114.09 - $150.27 $159,726 - $210,378
1,400 New
1,400 $215,000
Q2 2020

Jul 28, 2020

SELL
$73.6 - $113.67 $338,560 - $522,882
-4,600 Closed
0 $0
Q1 2020

Apr 22, 2020

SELL
$68.96 - $136.93 $34,480 - $68,465
-500 Reduced 9.8%
4,600 $394,000
Q4 2019

Jan 29, 2020

SELL
$112.54 - $125.77 $28,135 - $31,442
-250 Reduced 4.67%
5,100 $635,000
Q3 2019

Oct 21, 2019

SELL
$116.8 - $128.57 $29,200 - $32,142
-250 Reduced 4.46%
5,350 $633,000
Q2 2019

Jul 25, 2019

SELL
$109.85 - $124.92 $109,850 - $124,920
-1,000 Reduced 15.15%
5,600 $691,000
Q3 2018

Oct 25, 2018

SELL
$97.84 - $111.11 $366,900 - $416,662
-3,750 Reduced 36.23%
6,600 $703,000
Q2 2018

Jul 26, 2018

SELL
$91.0 - $102.7 $11,830 - $13,351
-130 Reduced 1.24%
10,350 $1.01 Million
Q1 2018

May 04, 2018

BUY
$88.34 - $101.64 $11,484 - $13,213
130 Added 1.26%
10,480 $978,000
Q4 2017

Jan 25, 2018

SELL
$90.54 - $99.7 $2,897 - $3,190
-32 Reduced 0.31%
10,350 $1.03 Million
Q3 2017

Oct 31, 2017

BUY
$84.25 - $90.46 $874,683 - $939,155
10,382
10,382 $939,000

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 $214B
  • 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 Middleton & CO Inc Portfolio

Follow Middleton & CO Inc 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 Middleton & CO Inc, based on Form 13F filings with the SEC.

News

Stay updated on Middleton & CO Inc with notifications on news.