A detailed history of Soltis Investment Advisors LLC transactions in American Express CO stock. As of the latest transaction made, Soltis Investment Advisors LLC holds 2,326 shares of AXP stock, worth $705,847. This represents 0.06% of its overall portfolio holdings.

Number of Shares
2,326
Previous 1,905 22.1%
Holding current value
$705,847
Previous $441,000 42.86%
% of portfolio
0.06%
Previous 0.05%

Shares

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

Nov 18, 2024

BUY
$225.92 - $271.17 $95,112 - $114,162
421 Added 22.1%
2,326 $630,000
Q2 2024

Aug 12, 2024

BUY
$217.5 - $243.08 $38,932 - $43,511
179 Added 10.37%
1,905 $441,000
Q1 2024

Apr 29, 2024

BUY
$179.79 - $229.12 $719 - $916
4 Added 0.23%
1,726 $392,000
Q4 2023

Jan 26, 2024

BUY
$141.31 - $187.8 $9,467 - $12,582
67 Added 4.05%
1,722 $322,000
Q3 2023

Nov 08, 2023

SELL
$149.19 - $178.04 $120,097 - $143,322
-805 Reduced 32.72%
1,655 $246,000
Q2 2023

Aug 08, 2023

BUY
$147.93 - $175.14 $160,504 - $190,026
1,085 Added 78.91%
2,460 $428,000
Q1 2023

May 03, 2023

BUY
$146.42 - $181.33 $201,327 - $249,328
1,375 New
1,375 $226,000
Q2 2022

Aug 11, 2022

SELL
$137.5 - $188.46 $166,925 - $228,790
-1,214 Closed
0 $0
Q1 2022

May 06, 2022

BUY
$158.74 - $198.38 $192,710 - $240,833
1,214 New
1,214 $227,000
Q4 2021

Feb 09, 2022

SELL
$150.06 - $187.08 $181,272 - $225,992
-1,208 Closed
0 $0
Q3 2021

Nov 09, 2021

BUY
$158.72 - $176.77 $191,733 - $213,538
1,208 New
1,208 $202,000

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 $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...
More about AXP
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