Hcr Wealth Advisors American Express CO Transaction History

Hcr Wealth Advisors

$757 Million
Q3 2024

A detailed history of Hcr Wealth Advisors transactions in American Express CO stock. As of the latest transaction made, Hcr Wealth Advisors holds 2,075 shares of AXP stock, worth $634,057. This represents 0.07% of its overall portfolio holdings.

Number of Shares

2,075

Previous 2,075 -0.0%

Holding current value

$634,057

Previous $480,000 17.08%

% of portfolio

0.07%

Previous 0.07%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 06, 2024	SELL	$217.5 - $243.08 $13,920 - $15,557	-64 Reduced 2.99%	2,075 $480,000
Q1 2024 May 10, 2024	SELL	$179.79 - $229.12 $4,674 - $5,957	-26 Reduced 1.2%	2,139 $487,000
Q4 2023 Feb 09, 2024	BUY	$141.31 - $187.8 $55,110 - $73,242	390 Added 21.97%	2,165 $405,000
Q4 2021 Feb 04, 2022	BUY	$150.06 - $187.08 $1,500 - $1,870	10 Added 0.57%	1,775 $290,000
Q1 2021 May 13, 2021	SELL	$114.09 - $150.27 $68,454 - $90,162	-600 Reduced 25.37%	1,765 $250,000
Q2 2020 Jul 30, 2020	SELL	$73.6 - $113.67 $27,379 - $42,285	-372 Reduced 13.59%	2,365 $222,000
Q4 2019 Feb 07, 2020	BUY	$112.54 - $125.77 $67,524 - $75,462	600 Added 28.08%	2,737 $341,000
Q3 2019 Nov 07, 2019	SELL	$116.8 - $128.57 $70,080 - $77,142	-600 Reduced 21.92%	2,137 $253,000
Q1 2019 May 10, 2019	BUY	$93.43 - $113.55 $52,414 - $63,701	561 Added 25.78%	2,737 $299,000
Q1 2018 May 15, 2018	BUY	$88.34 - $101.64 $192,227 - $221,168	2,176 New	2,176 $203,000
Q4 2017 Feb 13, 2018	SELL	$90.54 - $99.7 $201,089 - $221,433	-2,221 Closed	0 $0
Q3 2017 Nov 13, 2017	BUY	$84.25 - $90.46 $187,119 - $200,911	2,221	2,221 $201,000

Others Institutions Holding AXP

# of Institutions

2,689

Shares Held

573M

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 $228B
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...

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Hcr Wealth Advisors American Express CO Transaction History