A detailed history of Valmark Advisers, Inc. transactions in American Express CO stock. As of the latest transaction made, Valmark Advisers, Inc. holds 1,297 shares of AXP stock, worth $353,224. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,297
Previous 1,177 10.2%
Holding current value
$353,224
Previous $267,000 12.36%
% of portfolio
0.01%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 31, 2024

BUY
$217.5 - $243.08 $26,100 - $29,169
120 Added 10.2%
1,297 $300,000
Q1 2024

May 03, 2024

BUY
$179.79 - $229.12 $211,612 - $269,674
1,177 New
1,177 $267,000

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 $204B
  • 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 Valmark Advisers, Inc. Portfolio

Follow Valmark Advisers, Inc. 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 Valmark Advisers, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Valmark Advisers, Inc. with notifications on news.