A detailed history of Morningstar Investment Management LLC transactions in American Express CO stock. As of the latest transaction made, Morningstar Investment Management LLC holds 2,132 shares of AXP stock, worth $503,088. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,132
Previous 2,132 -0.0%
Holding current value
$503,088
Previous $399,000 21.55%
% of portfolio
0.05%
Previous 0.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 13, 2024

SELL
$141.31 - $187.8 $15,544 - $20,658
-110 Reduced 4.91%
2,132 $399,000
Q2 2023

Apr 09, 2024

BUY
$147.93 - $175.14 $16,272 - $19,265
110 Added 5.16%
2,242 $391,000
Q2 2023

Aug 14, 2023

BUY
$147.93 - $175.14 $331,659 - $392,663
2,242 New
2,242 $391,000

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
Track This Portfolio

Track Morningstar Investment Management LLC Portfolio

Follow Morningstar Investment Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Morningstar Investment Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Morningstar Investment Management LLC with notifications on news.