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 $1.5 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
5,199
Previous 3,221 61.41%
Holding current value
$1.5 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 $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
Track This Portfolio

Track Summit Financial, LLC Portfolio

Follow Summit Financial, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Financial, LLC with notifications on news.