A detailed history of Hcr Wealth Advisors transactions in American Express CO stock. As of the latest transaction made, Hcr Wealth Advisors holds 2,139 shares of AXP stock, worth $504,739. This represents 0.07% of its overall portfolio holdings.

Number of Shares
2,139
Previous 2,165 1.2%
Holding current value
$504,739
Previous $405,000 20.25%
% of portfolio
0.07%
Previous 0.06%

Shares

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

About AMERICAN EXPRESS CO


  • Ticker AXP
  • Exchange NYSE
  • Sector Financial Services
  • Industry Credit Services
  • Shares Outstandng 747,233,024
  • Market Cap $176B
  • 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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