A detailed history of Ruggaard & Associates LLC transactions in American Express CO stock. As of the latest transaction made, Ruggaard & Associates LLC holds 1,232 shares of AXP stock, worth $373,554. This represents 0.16% of its overall portfolio holdings.

Number of Shares
1,232
Previous 1,270 2.99%
Holding current value
$373,554
Previous $342 Million 15.01%
% of portfolio
0.16%
Previous 0.15%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025

SELL
$231.39 - $318.98 $8,792 - $12,121
-38 Reduced 2.99%
1,232 $393 Million
Q4 2024

Feb 13, 2025

SELL
$267.35 - $305.57 $180,461 - $206,259
-675 Reduced 34.7%
1,270 $377 Million
Q3 2024

Nov 14, 2024

SELL
$225.92 - $271.17 $11,296 - $13,558
-50 Reduced 2.51%
1,945 $527 Million
Q2 2024

Aug 13, 2024

SELL
$217.5 - $243.08 $3,697 - $4,132
-17 Reduced 0.84%
1,995 $462 Million
Q1 2024

May 14, 2024

SELL
$179.79 - $229.12 $16,720 - $21,308
-93 Reduced 4.42%
2,012 $458 Million
Q4 2023

Feb 15, 2024

BUY
$141.31 - $187.8 $65,709 - $87,327
465 Added 28.35%
2,105 $394 Million
Q3 2023

Nov 09, 2023

SELL
$149.19 - $178.04 $2,387 - $2,848
-16 Reduced 0.97%
1,640 $245 Million
Q2 2023

Aug 10, 2023

SELL
$147.93 - $175.14 $18,935 - $22,417
-128 Reduced 7.17%
1,656 $288 Million
Q1 2023

May 15, 2023

BUY
$146.42 - $181.33 $261,213 - $323,492
1,784 New
1,784 $294 Million

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
Track This Portfolio

Track Ruggaard & Associates LLC Portfolio

Follow Ruggaard & Associates 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 Ruggaard & Associates LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ruggaard & Associates LLC with notifications on news.