Kovitz Investment Group Partners, LLC American Express CO Transaction History

Kovitz Investment Group Partners, LLC

  • $28.6 Billion
  • Q4 2024

A detailed history of Kovitz Investment Group Partners, LLC transactions in American Express CO stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 2,021,873 shares of AXP stock, worth $609 Million. This represents 2.09% of its overall portfolio holdings.

Number of Shares
2,021,873
Previous 2,021,873 -0.0%
Holding current value
$609 Million
Previous $600 Million -0.0%
% of portfolio
2.09%
Previous 2.09%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
$267.35 - $305.57 $419 Million - $479 Million
1,568,747 Added 346.21%
2,021,873 $600 Million
Q3 2024

Nov 14, 2024
SELL
$225.92 - $271.17 $56.1 Million - $67.3 Million
-248,359 Reduced 35.4%
453,126 $123 Million
Q2 2024

Aug 14, 2024
BUY
$217.5 - $243.08 $5.74 Million - $6.42 Million
26,406 Added 3.91%
701,485 $162 Million
Q1 2024

May 14, 2024
BUY
$179.79 - $229.12 $125,493 - $159,925
698 Added 0.1%
675,079 $154 Million
Q4 2023

Feb 07, 2024
BUY
$141.31 - $187.8 $944,939 - $1.26 Million
6,687 Added 1.0%
674,381 $126 Million
Q3 2023

Nov 09, 2023
SELL
$149.19 - $178.04 $10.7 Million - $12.7 Million
-71,432 Reduced 9.66%
667,694 $99.6 Million
Q2 2023

Aug 08, 2023
BUY
$147.93 - $175.14 $23.6 Million - $27.9 Million
159,445 Added 27.51%
739,126 $129 Million
Q1 2023

May 11, 2023
BUY
$146.42 - $181.33 $22.8 Million - $28.2 Million
155,413 Added 36.63%
579,681 $95.6 Million
Q4 2022

Jan 19, 2023
SELL
$136.81 - $157.67 $922,236 - $1.06 Million
-6,741 Reduced 1.56%
424,268 $62.7 Million
Q3 2022

Nov 09, 2022
BUY
$134.91 - $165.84 $1.37 Million - $1.68 Million
10,133 Added 2.41%
431,009 $58.1 Million
Q2 2022

Aug 02, 2022
SELL
$137.5 - $188.46 $1.24 Million - $1.7 Million
-9,034 Reduced 2.1%
420,876 $58.3 Million
Q1 2022

Apr 22, 2022
SELL
$158.74 - $198.38 $50.6 Million - $63.2 Million
-318,515 Reduced 42.56%
429,910 $80.4 Million
Q4 2021

Feb 04, 2022
SELL
$150.06 - $187.08 $6.77 Million - $8.44 Million
-45,139 Reduced 5.69%
748,425 $93.4 Million
Q3 2021

Oct 28, 2021
BUY
$158.72 - $176.77 $886,768 - $987,613
5,587 Added 0.71%
793,564 $133 Million
Q2 2021

Aug 04, 2021
SELL
$144.33 - $169.45 $9.75 Million - $11.4 Million
-67,562 Reduced 7.9%
787,977 $130 Million
Q1 2021

May 06, 2021
BUY
$114.09 - $150.27 $8.78 Million - $11.6 Million
76,982 Added 9.89%
855,539 $121 Million
Q4 2020

Feb 12, 2021
BUY
$91.07 - $125.04 $957,327 - $1.31 Million
10,512 Added 1.37%
778,557 $94.1 Million
Q3 2020

Nov 10, 2020
BUY
$90.57 - $107.27 $551,752 - $653,488
6,092 Added 0.8%
768,045 $77 Million
Q2 2020

Aug 12, 2020
BUY
$73.6 - $113.67 $9.39 Million - $14.5 Million
127,537 Added 20.1%
761,953 $72.5 Million
Q1 2020

May 15, 2020
BUY
$68.96 - $136.93 $11.3 Million - $22.4 Million
163,907 Added 34.84%
634,416 $54.3 Million
Q4 2019

Feb 13, 2020
BUY
$112.54 - $125.77 $7.74 Million - $8.65 Million
68,798 Added 17.13%
470,509 $58.6 Million
Q3 2019

Nov 14, 2019
SELL
$116.8 - $128.57 $343,508 - $378,124
-2,941 Reduced 0.73%
401,711 $47.5 Million
Q2 2019

Aug 14, 2019
SELL
$109.85 - $124.92 $6.16 Million - $7 Million
-56,063 Reduced 12.17%
404,652 $50 Million
Q1 2019

May 15, 2019
SELL
$93.43 - $113.55 $971,298 - $1.18 Million
-10,396 Reduced 2.21%
460,715 $50.4 Million
Q4 2018

Feb 14, 2019
SELL
$89.5 - $112.89 $560,001 - $706,352
-6,257 Reduced 1.31%
471,111 $44.9 Million
Q3 2018

Nov 14, 2018
SELL
$97.84 - $111.11 $635,079 - $721,215
-6,491 Reduced 1.34%
477,368 $50.8 Million
Q2 2018

Aug 14, 2018
SELL
$91.0 - $102.7 $445,718 - $503,024
-4,898 Reduced 1.0%
483,859 $47.4 Million
Q1 2018

May 15, 2018
SELL
$88.34 - $101.64 $9.12 Million - $10.5 Million
-103,223 Reduced 17.44%
488,757 $45.6 Million
Q4 2017

Feb 14, 2018
SELL
$90.54 - $99.7 $10.1 Million - $11.1 Million
-111,493 Reduced 15.85%
591,980 $58.8 Million
Q3 2017

Nov 14, 2017
BUY
$84.25 - $90.46 $59.3 Million - $63.6 Million
703,473
703,473 $63.6 Million

Others Institutions Holding AXP

# of Institutions
2,908
Shares Held
588M
Call Options Held
11.4M
Put Options Held
8.24M
View Full List

About AMERICAN EXPRESS CO

AXP Quotes by TradingView
  • Ticker AXP
  • Exchange NYSE
  • Sector Financial Services
  • Industry Credit Services
  • Shares Outstandng 747,233,024
  • Market Cap $225B
  • 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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