A detailed history of Mount Yale Investment Advisors, LLC transactions in American Express CO stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 3,674 shares of AXP stock, worth $1.06 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
3,674
Previous 4,476 17.92%
Holding current value
$1.06 Million
Previous $1.04 Million 3.86%
% of portfolio
0.1%
Previous 0.08%

Shares

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

Oct 23, 2024

SELL
$225.92 - $271.17 $181,187 - $217,478
-802 Reduced 17.92%
3,674 $996,000
Q2 2024

Aug 13, 2024

BUY
$217.5 - $243.08 $6,960 - $7,778
32 Added 0.72%
4,476 $1.04 Million
Q1 2024

May 15, 2024

BUY
$179.79 - $229.12 $227,434 - $289,836
1,265 Added 39.79%
4,444 $1.01 Million
Q4 2023

Feb 12, 2024

BUY
$141.31 - $187.8 $86,199 - $114,558
610 Added 23.74%
3,179 $595,000
Q3 2023

Oct 11, 2023

BUY
$149.19 - $178.04 $383,269 - $457,384
2,569 New
2,569 $383,000
Q1 2021

May 04, 2021

SELL
$114.09 - $150.27 $5.46 Million - $7.19 Million
-47,880 Closed
0 $0
Q4 2020

Feb 12, 2021

SELL
$91.07 - $125.04 $185,782 - $255,081
-2,040 Reduced 4.09%
47,880 $5.79 Million
Q3 2020

Nov 16, 2020

SELL
$90.57 - $107.27 $196,989 - $233,312
-2,175 Reduced 4.18%
49,920 $5 Million
Q2 2020

Jul 09, 2020

BUY
$73.6 - $113.67 $3.83 Million - $5.92 Million
52,095 New
52,095 $4.96 Million
Q4 2018

Feb 14, 2019

SELL
$89.5 - $112.89 $208,624 - $263,146
-2,331 Closed
0 $0
Q3 2018

Nov 13, 2018

SELL
$97.84 - $111.11 $55,377 - $62,888
-566 Reduced 19.54%
2,331 $250,000
Q2 2018

Aug 22, 2018

BUY
$91.0 - $102.7 $34,853 - $39,334
383 Added 15.23%
2,897 $284,000
Q1 2018

Jun 25, 2018

BUY
$88.34 - $101.64 $222,086 - $255,522
2,514 New
2,514 $235,000

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 $215B
  • 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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