A detailed history of Summit Asset Management, LLC transactions in American Express CO stock. As of the latest transaction made, Summit Asset Management, LLC holds 1,315 shares of AXP stock, worth $309,958. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,315
Previous 1,315 -0.0%
Holding current value
$309,958
Previous $246,000 21.54%
% of portfolio
0.04%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 06, 2024

BUY
$141.31 - $187.8 $185,822 - $246,957
1,315 New
1,315 $246,000
Q1 2023

May 11, 2023

BUY
$146.42 - $181.33 $192,542 - $238,448
1,315 New
1,315 $216,000
Q2 2022

Aug 10, 2022

SELL
$137.5 - $188.46 $180,812 - $247,824
-1,315 Closed
0 $0
Q4 2021

Feb 11, 2022

BUY
$150.06 - $187.08 $6,752 - $8,418
45 Added 3.54%
1,315 $215,000
Q2 2021

Aug 06, 2021

BUY
$144.33 - $169.45 $183,299 - $215,201
1,270 New
1,270 $210,000

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 $176B
  • 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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