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Geller Advisors LLC

SEC CIK
0001354739
Latest filing
Feb 14, 2025

AXP holding history

American Express Co in every 13F filed by Geller Advisors LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AXP overviewAll 13F holders of AXPFull Q4 2024 holdings

Shares (Q4 2024)
3,311
Value
$982.7K
% of portfolio
0.1%
Quarters held
16
Since Q1 2021
Holdings of AXP by Geller Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20243,311$982.7K0.1%−18−0.5%ReducedHolders
Q3 20243,329$902.8K0.1%+21+0.6%AddedHolders
Q2 20243,308$766.0K0.1%−10.0%ReducedHolders
Q1 20243,309$753.4K0.1%+71+2.2%AddedHolders
Q4 20233,238$606.6K0.1%+139+4.5%AddedHolders
Q3 20233,099$462.3K0.1%−204−6.2%ReducedHolders
Q2 20233,303$575.4K0.1%+492+17.5%AddedHolders
Q1 20232,811$463.7K0.1%+534+23.5%AddedHolders
Q4 20222,277$336.5K0.1%+10+0.4%AddedHolders
Q3 20222,267$306.0K0.1%00.0%UnchangedHolders
Q2 20222,267$315.0K0.1%−97−4.1%ReducedHolders
Q1 20222,364$442.0K0.1%−49−2.0%ReducedHolders
Q4 20212,413$395.0K0.1%+61+2.6%AddedHolders
Q3 20212,352$394.0K0.1%+119+5.3%AddedHolders
Q2 20212,233$369.0K0.1%−4−0.2%ReducedHolders
Q1 20212,237$317.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.