A detailed history of Betterment LLC transactions in American Express CO stock. As of the latest transaction made, Betterment LLC holds 686 shares of AXP stock, worth $234,097. This represents 0.0% of its overall portfolio holdings.

Number of Shares
686
Previous 660 3.94%
Holding current value
$234,097
Previous $211,000 8.06%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025

BUY
$294.27 - $342.31 $7,651 - $8,900
26 Added 3.94%
686 $228,000
Q2 2025

Aug 14, 2025

SELL
$231.39 - $318.98 $59,004 - $81,339
-255 Reduced 27.87%
660 $211,000
Q1 2025

May 15, 2025

SELL
$255.39 - $325.87 $7,406 - $9,450
-29 Reduced 3.07%
915 $246,000
Q4 2024

Feb 14, 2025

BUY
$267.35 - $305.57 $252,378 - $288,458
944 New
944 $280,000

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 $255B
  • 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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