Srs Capital Advisors, Inc. American Express CO Transaction History

Srs Capital Advisors, Inc.

$1.07 Billion
Q3 2024

A detailed history of Srs Capital Advisors, Inc. transactions in American Express CO stock. As of the latest transaction made, Srs Capital Advisors, Inc. holds 2,005 shares of AXP stock, worth $608,437. This represents 0.05% of its overall portfolio holdings.

Number of Shares

2,005

Previous 1,986 0.96%

Holding current value

$608,437

Previous $459,000 18.3%

% of portfolio

0.05%

Previous 0.05%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 06, 2024	BUY	$225.92 - $271.17 $4,292 - $5,152	19 Added 0.96%	2,005 $543,000
Q2 2024 Aug 06, 2024	BUY	$217.5 - $243.08 $41,107 - $45,942	189 Added 10.52%	1,986 $459,000
Q1 2024 May 14, 2024	SELL	$179.79 - $229.12 $78,208 - $99,667	-435 Reduced 19.49%	1,797 $409,000
Q4 2023 Feb 06, 2024	BUY	$141.31 - $187.8 $71,502 - $95,026	506 Added 29.32%	2,232 $418,000
Q3 2023 Nov 14, 2023	BUY	$149.19 - $178.04 $67,433 - $80,474	452 Added 35.48%	1,726 $257,000
Q2 2023 Aug 14, 2023	BUY	$147.93 - $175.14 $3,698 - $4,378	25 Added 2.0%	1,274 $221,000
Q1 2023 May 16, 2023	BUY	$146.42 - $181.33 $4,246 - $5,258	29 Added 2.38%	1,249 $206,000
Q4 2022 Feb 24, 2023	BUY	$136.81 - $157.67 $8,619 - $9,933	63 Added 5.45%	1,220 $180,000
Q2 2022 Aug 22, 2022	SELL	$137.5 - $188.46 $10,587 - $14,511	-77 Reduced 6.24%	1,157 $160,000
Q1 2022 May 12, 2022	BUY	$158.74 - $198.38 $9,365 - $11,704	59 Added 5.02%	1,234 $231,000
Q4 2021 Feb 08, 2022	BUY	$150.06 - $187.08 $5,552 - $6,921	37 Added 3.25%	1,175 $192,000
Q3 2021 Nov 05, 2021	SELL	$158.72 - $176.77 $45,076 - $50,202	-284 Reduced 19.97%	1,138 $191,000
Q2 2021 Aug 02, 2021	SELL	$144.33 - $169.45 $30,164 - $35,415	-209 Reduced 12.81%	1,422 $235,000
Q4 2020 Feb 03, 2021	BUY	$91.07 - $125.04 $5,373 - $7,377	59 Added 3.75%	1,631 $197,000
Q3 2020 Nov 12, 2020	BUY	$90.57 - $107.27 $6,973 - $8,259	77 Added 5.15%	1,572 $158,000
Q2 2020 Aug 06, 2020	SELL	$73.6 - $113.67 $588 - $909	-8 Reduced 0.53%	1,495 $142,000
Q1 2020 May 13, 2020	SELL	$68.96 - $136.93 $3,172 - $6,298	-46 Reduced 2.97%	1,503 $129,000
Q4 2019 Feb 07, 2020	BUY	$112.54 - $125.77 $16,881 - $18,865	150 Added 10.72%	1,549 $193,000
Q3 2019 Nov 01, 2019	BUY	$116.8 - $128.57 $116 - $128	1 Added 0.07%	1,399 $165,000
Q2 2019 Aug 08, 2019	SELL	$109.85 - $124.92 $54,265 - $61,710	-494 Reduced 26.11%	1,398 $173,000
Q4 2018 Feb 06, 2019	SELL	$89.5 - $112.89 $14,051 - $17,723	-157 Reduced 7.66%	1,892 $180,000
Q3 2018 Nov 06, 2018	SELL	$97.84 - $111.11 $18,980 - $21,555	-194 Reduced 8.65%	2,049 $218,000
Q2 2018 Aug 21, 2018	BUY	$91.0 - $102.7 $59,241 - $66,857	651 Added 40.89%	2,243 $219,000
Q1 2018 May 14, 2018	SELL	$88.34 - $101.64 $22,791 - $26,223	-258 Reduced 13.95%	1,592 $148,000
Q3 2017 Nov 15, 2017	BUY	$84.25 - $90.46 $155,862 - $167,351	1,850	1,850 $167,000

Others Institutions Holding AXP

# of Institutions

2,694

Shares Held

572M

Call Options Held

9.43M

Put Options Held

8.32M

View Full List

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

Track This Portfolio

Portfolio Update

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

News

Stay updated on Srs Capital Advisors, Inc. with notifications on news.

Account

Srs Capital Advisors, Inc. American Express CO Transaction History