A detailed history of Osterweis Capital Management Inc transactions in American Express CO stock. As of the latest transaction made, Osterweis Capital Management Inc holds 1,525 shares of AXP stock, worth $520,406. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,525
Previous 1,123 35.8%
Holding current value
$520,406
Previous $358,000 41.34%
% of portfolio
0.03%
Previous 0.02%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025

BUY
$294.27 - $342.31 $118,296 - $137,608
402 Added 35.8%
1,525 $506,000
Q2 2025

Aug 14, 2025

BUY
$231.39 - $318.98 $60,161 - $82,934
260 Added 30.13%
1,123 $358,000
Q1 2025

Jun 04, 2025

BUY
$255.39 - $325.87 $1,276 - $1,629
5 Added 0.58%
863 $232,000
Q1 2025

May 14, 2025

BUY
$255.39 - $325.87 $1,276 - $1,629
5 Added 0.58%
863 $232,000
Q4 2024

Jun 04, 2025

SELL
$267.35 - $305.57 $1,336 - $1,527
-5 Reduced 0.58%
858 $254,000
Q2 2024

Aug 14, 2024

SELL
$217.5 - $243.08 $26,970 - $30,141
-124 Reduced 12.63%
858 $198,000
Q3 2022

Nov 14, 2022

BUY
$134.91 - $165.84 $132,481 - $162,854
982 New
982 $132,000
Q1 2020

May 15, 2020

SELL
$68.96 - $136.93 $123,576 - $245,378
-1,792 Closed
0 $0
Q2 2019

Aug 14, 2019

SELL
$109.85 - $124.92 $393,592 - $447,588
-3,583 Reduced 66.66%
1,792 $221,000
Q4 2018

Feb 14, 2019

SELL
$89.5 - $112.89 $89,500 - $112,890
-1,000 Reduced 15.69%
5,375 $512,000
Q3 2017

Nov 13, 2017

BUY
$84.25 - $90.46 $537,093 - $576,682
6,375
6,375 $576,000

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 $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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