Perennial Investment Advisors, LLC American Express CO Transaction History

Perennial Investment Advisors, LLC

$989 Million
Q2 2025

A detailed history of Perennial Investment Advisors, LLC transactions in American Express CO stock. As of the latest transaction made, Perennial Investment Advisors, LLC holds 2,159 shares of AXP stock, worth $682,805. This represents 0.07% of its overall portfolio holdings.

Number of Shares

2,159

Previous 2,078 3.9%

Holding current value

$682,805

Previous $559,000 23.08%

% of portfolio

0.07%

Previous 0.06%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	BUY	$231.39 - $318.98 $18,742 - $25,837	81 Added 3.9%	2,159 $688,000
Q1 2025 May 15, 2025	BUY	$255.39 - $325.87 $25,283 - $32,261	99 Added 5.0%	2,078 $559,000
Q4 2024 Feb 12, 2025	BUY	$267.35 - $305.57 $132,605 - $151,562	496 Added 33.45%	1,979 $587,000
Q3 2024 Nov 14, 2024	SELL	$225.92 - $271.17 $3,388 - $4,067	-15 Reduced 1.0%	1,483 $402,000
Q2 2024 Aug 09, 2024	BUY	$217.5 - $243.08 $4,132 - $4,618	19 Added 1.28%	1,498 $346,000
Q1 2024 May 14, 2024	SELL	$179.79 - $229.12 $3,595 - $4,582	-20 Reduced 1.33%	1,479 $336,000
Q4 2023 Feb 14, 2024	BUY	$141.31 - $187.8 $4,521 - $6,009	32 Added 2.18%	1,499 $280,000
Q3 2023 Nov 14, 2023	SELL	$149.19 - $178.04 $7,011 - $8,367	-47 Reduced 3.1%	1,467 $218,000
Q2 2023 Aug 14, 2023	SELL	$147.93 - $175.14 $1,627 - $1,926	-11 Reduced 0.72%	1,514 $263,000
Q1 2023 May 11, 2023	BUY	$146.42 - $181.33 $14,056 - $17,407	96 Added 6.72%	1,525 $251,000
Q4 2022 Feb 09, 2023	BUY	$136.81 - $157.67 $195,501 - $225,310	1,429 New	1,429 $211,000
Q2 2022 Aug 10, 2022	SELL	$137.5 - $188.46 $183,150 - $251,028	-1,332 Closed	0 $0
Q1 2022 May 09, 2022	SELL	$158.74 - $198.38 $73,179 - $91,453	-461 Reduced 25.71%	1,332 $253,000
Q4 2021 Feb 14, 2022	SELL	$150.06 - $187.08 $14,855 - $18,520	-99 Reduced 5.23%	1,793 $294,000
Q3 2021 Nov 12, 2021	BUY	$158.72 - $176.77 $1,269 - $1,414	8 Added 0.42%	1,892 $317,000
Q2 2021 Jul 29, 2021	SELL	$144.33 - $169.45 $12,845 - $15,081	-89 Reduced 4.51%	1,884 $311,000
Q1 2021 Apr 29, 2021	BUY	$114.09 - $150.27 $225,099 - $296,482	1,973 New	1,973 $279,000

Others Institutions Holding AXP

# of Institutions

3,090

Shares Held

596M

Call Options Held

6.76M

Put Options Held

5.81M

View Full List

About AMERICAN EXPRESS CO

Ticker AXP
Exchange NYSE
Sector Financial Services
Industry Credit Services
Shares Outstandng 747,233,024
Market Cap $236B
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...

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Perennial Investment Advisors, LLC American Express CO Transaction History