Trellis Advisors, LLC American Express CO Transaction History

Trellis Advisors, LLC

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 23, 2023	BUY	$149.19 - $178.04 $1,044 - $1,246	7 Added 0.33%	2,109 $314,000
Q2 2023 Aug 14, 2023	SELL	$147.93 - $175.14 $5,177 - $6,129	-35 Reduced 1.64%	2,102 $366,000
Q1 2023 May 12, 2023	BUY	$146.42 - $181.33 $15,374 - $19,039	105 Added 5.17%	2,137 $352,000
Q4 2022 Feb 09, 2023	BUY	$136.81 - $157.67 $21,068 - $24,281	154 Added 8.2%	2,032 $300,000
Q3 2022 Nov 07, 2022	SELL	$134.91 - $165.84 $404 - $497	-3 Reduced 0.16%	1,878 $253,000
Q2 2022 Aug 05, 2022	BUY	$137.5 - $188.46 $2,062 - $2,826	15 Added 0.8%	1,881 $261,000
Q1 2022 May 04, 2022	BUY	$158.74 - $198.38 $7,778 - $9,720	49 Added 2.7%	1,866 $349,000
Q2 2021 Aug 04, 2021	SELL	$144.33 - $169.45 $12,845 - $15,081	-89 Reduced 4.67%	1,817 $300,000
Q1 2021 May 07, 2021	BUY	$114.09 - $150.27 $570 - $751	5 Added 0.26%	1,906 $270,000
Q4 2020 Feb 10, 2021	BUY	$91.07 - $125.04 $173,124 - $237,701	1,901 New	1,901 $230,000

2,689

573M

9.43M

8.32M

Ticker AXP
Exchange NYSE
Sector Financial Services
Industry Credit Services
Shares Outstandng 747,233,024
Market Cap $227B
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...

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

Stay updated on Trellis Advisors, LLC with notifications on news.