Rmr Wealth Builders American Express CO Transaction History

Rmr Wealth Builders

$939 Million
Q3 2024

A detailed history of Rmr Wealth Builders transactions in American Express CO stock. As of the latest transaction made, Rmr Wealth Builders holds 7,139 shares of AXP stock, worth $2.15 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares

7,139

Previous 7,373 3.17%

Holding current value

$2.15 Million

Previous $1.71 Million 13.36%

% of portfolio

0.21%

Previous 0.2%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	SELL	$225.92 - $271.17 $52,865 - $63,453	-234 Reduced 3.17%	7,139 $1.94 Million
Q2 2024 Jul 23, 2024	BUY	$217.5 - $243.08 $140,070 - $156,543	644 Added 9.57%	7,373 $1.71 Million
Q1 2024 Apr 15, 2024	BUY	$179.79 - $229.12 $94,030 - $119,829	523 Added 8.43%	6,729 $1.53 Million
Q4 2023 Feb 06, 2024	BUY	$141.31 - $187.8 $183,985 - $244,515	1,302 Added 26.55%	6,206 $1.16 Million
Q3 2023 Oct 23, 2023	BUY	$149.19 - $178.04 $430,114 - $513,289	2,883 Added 142.65%	4,904 $731,000
Q2 2023 Jul 21, 2023	BUY	$147.93 - $175.14 $6,804 - $8,056	46 Added 2.33%	2,021 $352,000
Q1 2023 Apr 11, 2023	SELL	$146.42 - $181.33 $7,028 - $8,703	-48 Reduced 2.37%	1,975 $325,000
Q4 2022 Feb 15, 2023	BUY	$136.81 - $157.67 $276,766 - $318,966	2,023 New	2,023 $298,000
Q3 2022 Nov 08, 2022	BUY	$134.91 - $165.84 $11,602 - $14,262	86 Added 5.5%	1,649 $222,000
Q2 2022 Aug 02, 2022	BUY	$137.5 - $188.46 $7,975 - $10,930	58 Added 3.85%	1,563 $217,000
Q1 2022 May 13, 2022	BUY	$158.74 - $198.38 $238,903 - $298,561	1,505 New	1,505 $281,000
Q4 2021 Feb 02, 2022	SELL	$150.06 - $187.08 $394,957 - $492,394	-2,632 Closed	0 $0
Q3 2021 Oct 18, 2021	SELL	$158.72 - $176.77 $7,936 - $8,838	-50 Reduced 1.86%	2,632 $441,000
Q2 2021 Aug 16, 2021	SELL	$144.33 - $169.45 $163,814 - $192,325	-1,135 Reduced 29.74%	2,682 $443,000
Q1 2021 May 13, 2021	BUY	$114.09 - $150.27 $199,315 - $262,521	1,747 Added 84.4%	3,817 $540,000
Q4 2020 Feb 26, 2021	BUY	$91.07 - $125.04 $116,387 - $159,801	1,278 Added 161.36%	2,070 $250,000
Q4 2020 Feb 09, 2021	SELL	$91.07 - $125.04 $291,515 - $400,253	-3,201 Reduced 80.17%	792 $250,000
Q3 2020 Nov 13, 2020	BUY	$90.57 - $107.27 $172,264 - $204,027	1,902 Added 90.96%	3,993 $400,000
Q2 2020 Aug 19, 2020	BUY	$73.6 - $113.67 $71,907 - $111,055	977 Added 87.7%	2,091 $199,000
Q4 2019 Mar 03, 2020	BUY	$112.54 - $125.77 $125,369 - $140,107	1,114 New	1,114 $139,000

Others Institutions Holding AXP

# of Institutions

2,694

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 $225B
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

Portfolio Update

Get notified when there are updates to the investment portfolio of Rmr Wealth Builders, based on Form 13F filings with the SEC.

News

Stay updated on Rmr Wealth Builders with notifications on news.

Account

Rmr Wealth Builders American Express CO Transaction History