A detailed history of Summit Financial, LLC transactions in American Express CO stock. As of the latest transaction made, Summit Financial, LLC holds 5,199 shares of AXP stock, worth $1.55 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
5,199
Previous 3,221 61.41%
Holding current value
$1.55 Million
Previous $745,000 89.13%
% of portfolio
0.06%
Previous 0.03%

Shares

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

Nov 12, 2024

BUY
$225.92 - $271.17 $446,869 - $536,374
1,978 Added 61.41%
5,199 $1.41 Million
Q2 2024

Jul 31, 2024

BUY
$217.5 - $243.08 $700,567 - $782,960
3,221 New
3,221 $745,000
Q4 2023

Feb 05, 2024

SELL
$141.31 - $187.8 $55,252 - $73,429
-391 Reduced 9.67%
3,653 $684,000
Q3 2023

Nov 07, 2023

BUY
$149.19 - $178.04 $9,995 - $11,928
67 Added 1.68%
4,044 $603,000
Q2 2023

Aug 11, 2023

BUY
$147.93 - $175.14 $588,317 - $696,531
3,977 New
3,977 $692,000

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 $223B
  • 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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