A detailed history of Rockbridge Investment Management, Lcc transactions in American Express CO stock. As of the latest transaction made, Rockbridge Investment Management, Lcc holds 1,567 shares of AXP stock, worth $475,521. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,567
Previous 1,567 -0.0%
Holding current value
$475,521
Previous $363 Million 17.12%
% of portfolio
0.06%
Previous 0.05%

Shares

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

Feb 14, 2024

BUY
$141.31 - $187.8 $190,061 - $252,591
1,345 Added 605.86%
1,567 $294 Million
Q1 2023

May 28, 2024

SELL
$146.42 - $181.33 $8,345 - $10,335
-57 Reduced 3.51%
1,567 $258,000
Q4 2022

May 28, 2024

BUY
$136.81 - $157.67 $222,179 - $256,056
1,624 New
1,624 $239,000
Q3 2022

May 28, 2024

SELL
$134.91 - $165.84 $9,038 - $11,111
-67 Closed
0 $0
Q2 2022

May 28, 2024

SELL
$137.5 - $188.46 $21,312 - $29,211
-155 Reduced 69.82%
67 $9,000
Q1 2022

May 28, 2024

SELL
$158.74 - $198.38 $213,505 - $266,821
-1,345 Reduced 85.83%
222 $41,000
Q3 2021

Nov 12, 2021

SELL
$158.72 - $176.77 $3,333 - $3,712
-21 Reduced 8.64%
222 $37,000
Q1 2021

May 20, 2021

BUY
$114.09 - $150.27 $5,134 - $6,762
45 Added 22.73%
243 $34,000
Q2 2020

Aug 20, 2020

BUY
$73.6 - $113.67 $14,572 - $22,506
198 New
198 $19,000

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 $227B
  • 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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