A detailed history of Valeo Financial Advisors, LLC transactions in American Express CO stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 15,751 shares of AXP stock, worth $4.81 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
15,751
Previous 15,629 0.78%
Holding current value
$4.81 Million
Previous $3.62 Million 18.05%
% of portfolio
0.11%
Previous 0.1%

Shares

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

Oct 10, 2024

BUY
$225.92 - $271.17 $27,562 - $33,082
122 Added 0.78%
15,751 $4.27 Million
Q2 2024

Jul 10, 2024

BUY
$217.5 - $243.08 $48,937 - $54,693
225 Added 1.46%
15,629 $3.62 Million
Q1 2024

Apr 25, 2024

SELL
$179.79 - $229.12 $70,118 - $89,356
-390 Reduced 2.47%
15,404 $3.51 Million
Q1 2024

Apr 19, 2024

BUY
$179.79 - $229.12 $31,822 - $40,554
177 Added 1.13%
15,794 $3.6 Million
Q4 2023

Jan 29, 2024

BUY
$141.31 - $187.8 $198,823 - $264,234
1,407 Added 9.9%
15,617 $2.93 Million
Q3 2023

Oct 19, 2023

BUY
$149.19 - $178.04 $156,052 - $186,229
1,046 Added 7.95%
14,210 $2.12 Million
Q2 2023

Jul 14, 2023

SELL
$147.93 - $175.14 $272,339 - $322,432
-1,841 Reduced 12.27%
13,164 $2.29 Million
Q1 2023

Apr 17, 2023

BUY
$146.42 - $181.33 $297,379 - $368,281
2,031 Added 15.65%
15,005 $2.48 Million
Q4 2022

Feb 09, 2023

BUY
$136.81 - $157.67 $121,213 - $139,695
886 Added 7.33%
12,974 $1.92 Million
Q3 2022

Oct 31, 2022

BUY
$134.91 - $165.84 $60,169 - $73,964
446 Added 3.83%
12,088 $1.63 Million
Q2 2022

Aug 03, 2022

SELL
$137.5 - $188.46 $150,287 - $205,986
-1,093 Reduced 8.58%
11,642 $1.61 Million
Q1 2022

Apr 28, 2022

BUY
$158.74 - $198.38 $71,115 - $88,874
448 Added 3.65%
12,735 $2.38 Million
Q4 2021

Jan 07, 2022

BUY
$150.06 - $187.08 $129,501 - $161,450
863 Added 7.55%
12,287 $2.01 Million
Q3 2021

Nov 02, 2021

BUY
$158.72 - $176.77 $34,442 - $38,359
217 Added 1.94%
11,424 $1.91 Million
Q2 2021

Jul 22, 2021

SELL
$144.33 - $169.45 $10,536 - $12,369
-73 Reduced 0.65%
11,207 $1.85 Million
Q1 2021

Apr 12, 2021

SELL
$114.09 - $150.27 $99,714 - $131,335
-874 Reduced 7.19%
11,280 $1.6 Million
Q4 2020

Feb 11, 2021

SELL
$91.07 - $125.04 $127,953 - $175,681
-1,405 Reduced 10.36%
12,154 $1.47 Million
Q3 2020

Oct 28, 2020

SELL
$90.57 - $107.27 $5,162 - $6,114
-57 Reduced 0.42%
13,559 $1.36 Million
Q2 2020

Jul 20, 2020

BUY
$73.6 - $113.67 $248,620 - $383,977
3,378 Added 32.99%
13,616 $1.3 Million
Q1 2020

Apr 13, 2020

BUY
$68.96 - $136.93 $157,021 - $311,789
2,277 Added 28.6%
10,238 $969,000
Q4 2019

Jan 24, 2020

BUY
$112.54 - $125.77 $112,540 - $125,770
1,000 Added 14.37%
7,961 $991,000
Q3 2019

Oct 15, 2019

BUY
$116.8 - $128.57 $7,942 - $8,742
68 Added 0.99%
6,961 $823,000
Q2 2019

Jul 10, 2019

BUY
$109.85 - $124.92 $8,568 - $9,743
78 Added 1.14%
6,893 $851,000
Q1 2019

Apr 12, 2019

BUY
$93.43 - $113.55 $9,810 - $11,922
105 Added 1.56%
6,815 $745,000
Q4 2018

Jan 30, 2019

SELL
$89.5 - $112.89 $4,654 - $5,870
-52 Reduced 0.77%
6,710 $640,000
Q3 2018

Nov 01, 2018

BUY
$97.84 - $111.11 $75,728 - $85,999
774 Added 12.93%
6,762 $695,000
Q2 2018

Aug 14, 2018

BUY
$91.0 - $102.7 $75,894 - $85,651
834 Added 16.18%
5,988 $610,000
Q1 2018

Apr 12, 2018

BUY
$88.34 - $101.64 $68,640 - $78,974
777 Added 17.75%
5,154 $481,000
Q4 2017

Feb 09, 2018

BUY
$90.54 - $99.7 $8,601 - $9,471
95 Added 2.22%
4,377 $435,000
Q3 2017

Nov 15, 2017

BUY
$84.25 - $90.46 $4,212 - $4,523
50 Added 1.18%
4,282 $387,000
Q3 2017

Nov 14, 2017

BUY
$84.25 - $90.46 $356,546 - $382,826
4,232
4,232 $383,000

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 $228B
  • 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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